Community
Showing results for 
Search instead for 
Do you mean 
Reply

Making history private for an ACT! user

New Member
Posts: 5
Country: USA

Making history private for an ACT! user

Two employees in our company use ACT! to record history in a non-sales related way (H.R. and CEO).  We so not want other salespeople to see their history.  Is their a way to make an ACT! user's history private?  Is there a workaround?

Nickel Contributor
Posts: 220
Country: USA

Re: Making history private for an ACT! user

In the record history window, isn't there a checkbox in the lower right corner you can tick to make it private? Or are you talking about something else?

 

Matt

Matt Pulsts
Your Intown Handyman
Atlanta, GA
Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Making history private for an ACT! user

[ Edited ]
You can also set emails and activities to be Private by default
Message Edited by GLComputing on 06-15-2008 12:20 AM