06-10-2019 07:08 AM
I'm using Act! Premium Plus Version 188.8.131.52, 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?