07-29-2015 05:05 AM
I'm relatively new to Act! Premium and the database I'm working from is setup only using Contact Records and not Company Records.
I've have lots of questions, but the first is about Access Level/Limited Access.
It is possible for the Access Level/Limited Access settings to be carried over when creating a new Contact in a Company OR when creating a Company from a Contact?
When I do either of these the access level defaults to Public.
07-29-2015 06:29 AM
I'm not sure if this is what you mean but go to Tools/Preferences/Startup/Record Creation Options. This will default new Contacts, Companies, Groups and Opportunities to the access level you want. You'll need to do this for each user.
07-30-2015 05:42 AM
Like Karen said...you'll have to log in as each user to change their settings.