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Opportunity access level

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New Member
Posts: 5
Country: United_Kingdom
Accepted Solution

Opportunity access level

Hi All,

 

I'm using Act! Premium Plus Version 20.1.120.0, Update 8, self hosted on a server based system.

 

I'm looking for a way of having opportunities set to "limited access", with "managers" having access and the creator as the "record manger" automatically whenever a new opportunity is created.

 

At present whenever an opportunity is created it sits as "public" and has the creator as the "record manager", I could have my staff change this manually, but I know this will end in tears, usually mine.

 

Is there a way of doing this automatically?


Accepted Solutions
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Solution
Accepted by topic author JamesIPMI
‎06-12-2019 02:59 AM
Nickel Contributor
Posts: 201
Country: USA

Re: Opportunity access level

you need to set up Record Creation rules in the Startup Tab of each users Preferences which is in the Tools Menu

Bob Kennedy
ACC
Kenbar Solutions CT,CA & FL

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All Replies
Highlighted
Solution
Accepted by topic author JamesIPMI
‎06-12-2019 02:59 AM
Nickel Contributor
Posts: 201
Country: USA

Re: Opportunity access level

you need to set up Record Creation rules in the Startup Tab of each users Preferences which is in the Tools Menu

Bob Kennedy
ACC
Kenbar Solutions CT,CA & FL