Opportunity access level

[JamesIPMI]

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?

[bobk250 · Accepted solution]

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

[bobk250 · Accepted solution]

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