05-18-2018 05:52 AM
Is there a way to set Opportunity (ies) to Public but limit who can see the pricing for said opps?
thanks,
Lynne
05-21-2018 03:32 AM
If you're using Act! Premium, then yes!
Field Security settings can be accessed from Tools > Define Fields (making changes to the field structure does require all other users to be logged out, and I'd recommend backing up first!)
From the Field Security Menu, you can set No Access (the field will be greyed out), Read Only (users can see, but not change the value) and Full Access on each user/team.
You can find more info on this feature here:
KB 19185 - How to manage field level security in Act!
Hope this helps!
05-22-2018 07:03 AM
I do not have Field Security on my Premium Cloud. And Define Fields is dimmed out on my desktop version.
05-23-2018 03:14 AM
05-23-2018 06:45 AM