Community
Showing results for 
Search instead for 
Do you mean 
Reply

Preventing sabatoge among users

New Member
Posts: 1
Country: United States

Preventing sabatoge among users

We believe there are users here that are deleting the info of another user and changing leads to their own benefit. Someone might do a lot of research and another deletes it and changes the name etc... We have figured out how to make the notes section undelete-able but would like to be able to see any changes that have been make in the rest of the contact info. Is this possible? Does anyone know what the fist step would be? Is there a report we could run that has any changes on it? Thanks for all help.
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Preventing sabatoge among users

Hello Lisa1222,

Welcome to the ACT! Online Community. Unfortunately, there is not a report that will give specific changes made within the database. The only thing you can do is restore a backup of the database (File/Restore/Database/Restore As) made before the changes were made. There are however some things you can do going forward:

- Use Limited Access for the contacts. This allows you to specify which users can access which contacts. See KB Article 15228 for instructions to do this for a single contact or multiple contacts.

- Set key fields to record changes to the field in contact history. This is done from Tools/Define Fields. Edit the field, then check the box for "Generate History"

- Make frequent backups in case you need to restore a copy of the database before any unauthorized changes were made and view the correct data

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

Copper Contributor
Posts: 8
Country: United States

Re: Preventing sabatoge among users

Another thing you can do is make certain fields "read only" or "no access" that you don't want people/certain users . We had the same problem with "company name" being changed by users.  I had to create a dummy company field, because this is one of only fields in ACT that you aren't able to limit access to.  It was unfortunate because a lot of names got screwed up in the process.
Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Preventing sabatoge among users

As Greig mentions, if you set up the contact records to be Limited Access - I.e. visible to just the user who 'owns' them and preferably, also an administrative user - this will not only limit the contact record access to just that one user, it will also make invisible any histories, notes attached to that contact to other users.

 

Be sure that your users are not admin level users - Standard is good if you can do it.