07-25-2011 02:07 AM
Is there anyway I can stop different users seeing each others opportunities?
As it stands they can only see accounts they are the record manager on, but can still click the opportunities tab off the stack menu and select users they wish to view.
Thanks in Advance
07-25-2011 06:57 AM
In ACT 2010 and 2011, you can set limited access for opportunities just like you can set limited access for contacts. Also, under tools preferences, you can set the defailt access level for new opportunities, under "record creation options"