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How to change access to companies for several or all in a Lookup

Nickel Super Contributor
Posts: 346
Country: USA

How to change access to companies for several or all in a Lookup

Question...  Can I change access to companies for several or all in a Lookup?

 

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Juan Carlos Otero
juancarlostero@icloud.com
Moderator
Posts: 451
Country: United_Kingdom

Re: How to change access to companies for several or all in a Lookup

Hi Juan,

 

While this option is available for contacts, it is not for the companies and would be required to change one by one or to be made private.

If in the future companies created would be using an Access list I could recommend the 'record Creation Options' from 'Tools - Preferences - Startup'

Nickel Super Contributor
Posts: 843
Country: United States

Re: How to change access to companies for several or all in a Lookup

There is an addon that will do this.

https://www.keystroke.ca/apps/our-act-plugins Company/Group Limited Access (Extended Edition) 

Rita Kogstad
RKA Associates
Stamford, CT