05-06-2010 12:01 PM
05-06-2010 01:45 PM
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
Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.
05-11-2010 02:46 PM
05-12-2010 02:37 PM
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.