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Record Creation Options ignored when Create From, Duplicate, Add/Remove New

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Record Creation Options ignored when Create From, Duplicate, Add/Remove New

Tested with ACT! 12.1 HF1

 

User has set Record Creation Options for Company and Contacts to Limited Access with specific Teams

 

When creating a new Company or Contact, these are used correctly. However:

  1. When looking at the Company and using Create Contact from Company -
    The Contact is set to Limited Access for the user and Administrators only
  2. When looking at the Company (Contact Tab) selecting Add/Remove Contacts - Contacts - New
    The Contact shows as Public - but manually changing to Limited Access shows the Teams there (from the Preference, not from the Company)
Can someone verify these and submit them as bugs?