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Sharing contact notes with team members only

New Member
Posts: 15
Country: USA

Sharing contact notes with team members only

I am trying to figure out how to make the contact notes for a group of records private for a user team but keep the other fields visible? I have a db that I want everyone to see the contact name, address, phone, etc., but limit viewing the notes on a particular set of contacts to certain users. Anyone have ideas? Thanks Cyndi
Platinum Elite Contributor
Posts: 14,387
Country: Australia

Re: Sharing contact notes with team members only

At this time, Notes can only be Public or Private to the Record Manager only.
 
You might make a request for this feature by posting it here - http://www.act.com/community/feature/index.cfm
 
With the Premium version of ACT! 10, you can make Contacts, Companies and Groups set to Limited Access to a Team. But if you can see the Contact, Group or Company, you'll be able to see any Public items connected to them.