Community
Showing results for 
Search instead for 
Do you mean 
Reply

Remove Record Manager/User From Contact Limited Access & Only Have Their Team Listed

New Member
Posts: 1
Country: USA

Remove Record Manager/User From Contact Limited Access & Only Have Their Team Listed

[ Edited ]

ACT! Premium V21 Update 4

Shared Database

 

Currently, only the Record Manager of a Contact can change the Record Manager field, even though other users, within the same team, have access to the Record. Is there a way to only have Teams listed in the contact's Limited Access box without having the record manager automatically listed as well? The Record Manager is part of the team, but other team members need to have the ability to change the Record Manager if needed. 

Silver Super Contributor
Posts: 2,178
Country: United_Kingdom

Re: Remove Record Manager/User From Contact Limited Access & Only Have Their Team Listed

The Record Manager field is a system field and as such only the existing record manager or someone with Manager or Administrator status as a user of ACT can change the Record Manager field. This is built into the design and as the Record Manager field is not available to edit in Field Security there is no way to change this.