Showing results for 
Search instead for 
Do you mean 

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: 1,814
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.

Test Drive Act! and Quickbooks over Citrix

Jon Klubnik|
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider