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Limited Access for Opportunities, Activities and History

New Member
Posts: 4
Country: United States

Limited Access for Opportunities, Activities and History

Does anyone know how I can make Opportunities, Activities and History to have Limited Access?  I can make them Private or Public but not Limited.  We are a trade association with competing members.  The association shares a common Database of customers in India with a shared Sales Force.  When a Opportunity is marked Private it excludes the Users in India (our sales force).  If I mark the Contact as Limited Access and separate the competing members into Teams then one or the other member is prevented from having access to that Contact.

 

What I really need to do is mark an Opportunity as Limited and have all Activities and History related to that Opportunity be limited to a particular team.  Any thoughts?

 

Thanks,

 

Ken A.

Moderator
Posts: 4,395
Country: USA

Re: Limited Access for Opportunities, Activities and History

Unfortunately limited access can only be set on Contacts, Groups and Companies.

 

 

New Member
Posts: 4
Country: United States

Re: Limited Access for Opportunities, Activities and History

Is there a way I can request Limited Access for Opportunities, Activities and History be included or added in future upgrades?
Moderator
Posts: 4,395
Country: USA

Re: Limited Access for Opportunities, Activities and History

With the new Community design we add a Share Your Ideas page.  This is where you can post your feature requests, ideas, and improvements to ACT!.  Once you've submitted your idea, other Community users can vote and comment on your ideas.