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Locking the product name list

New Member
Posts: 18
Country: Sweden

Locking the product name list

To have uniform names for business intelligence purposes, I would like to lock the product name list, prohibiting the salesmen from both adding own entries and from editing the product list. Is this possible? I can't find it in the "Define fields" editor.

 

Any answer is greatly appreciated.

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Locking the product name list

This is done through the Tools > Define Fields option.

 

2 steps:

1. Edit the field and choose: Limit to List.

2. 'Manage Drop-down lists > edit the drop-down and un-check: Allow users to edit items in this list.

 

For more detailed instructions: KB Article 15335

Greg Martin
Sage
New Member
Posts: 18
Country: Sweden

Re: Locking the product name list

Thank you for your answer. Unfortunately that is not true in ACT! Premium 2011. From the "View fields for:" drop-down list, you can chose Products, but the Name field can't be altered, other than adding or removing history generation. You have a separate "Manage product list" on the tasks bar on the left where you have "Manage product list", but there you can just add or remove items.

 

Am I doing something wrong?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Locking the product name list

My apologies, I was just thinking of a general drop-down list. You are correct, with the Product list - there are no options for locking it down.
Greg Martin
Sage
Copper Contributor
Posts: 84
Country: USA

Re: Locking the product name list

Hello everyone,

I'm reviving this thread in the hopes that this is possible in one of the later versions.  I have a customer who would like to prohibit users from editing the products list in opportunities.  I couldn't find a way to get it done in v18.1 Premium.  Hopefully there's a magic setting I'm just not seeing?

Thanks for any insight, and possibly add this to a features request list.

Twelve/Three Marketing, Inc.
Act! Certified Consultants
......Stephen Boulden
Twelve/Three Marketing, Inc.
P: 716.837.5727 x104
E: stephen@twelvethree.com
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Locking the product name list

Hi Stephen,

Unfortunately there is no magic setting that enables any limitations on the product list.

I would give Seamless Opportunities a look, it has some very useful enhancements to the opportunities feature.