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Limited Access for duplicates

Copper Contributor
Posts: 36
Country: United States

Limited Access for duplicates

ACT 2010 HF4, is there a setting to make the default limted access setting when creating duplicate contacts?  When I create duplicate it does not add the team I want to the contact, I have to manually do it.

Silver Contributor
Posts: 1,813
Country: USA

Re: Limited Access for duplicates

I don't remember if they ended up calling this working as designed or a "bug" , but ACT works this way.

 

YOu need to hit the save tool before creating notes/history etc on a record after duplicating it.

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