Community
Showing results for 
Search instead for 
Do you mean 
Reply

User cannot see his own contact history

New Member
Posts: 4
Country: USA

User cannot see his own contact history

A coworker is entering new history information in ACT under the contact field. After it is entered he cannot see it, but others connected to the database can. I made sure that All Users was selected under the "Select Users" button.

 

Any help would be welcomed.

 

Thanks

Glen

 

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: User cannot see his own contact history

Hello Glen,

Welcome to the Sage ACT! Community. The first thing I would have him check is his filters under the history tab. Make sure he has selected All Users, All Dates, and All Types.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.

New Member
Posts: 4
Country: USA

Re: User cannot see his own contact history

Went and looked into this, and everything is checked.

 

Forgot to mention, this is when you are viewing a Contact and not a company, but after a short discussion witht the employee, he said that the history entrys were showing up, it was just taking a long time for them to appear.

 

Glen

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: User cannot see his own contact history

If there is a delay in his getting the information, then the issue might be with ACT! user account or with his network permissions or profile.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.