09-08-2009 01:00 PM
ACT Premium V11.1
We would like to restrict "standard users" so they can not view the documents in the "documents" tab. But administrators can view the documents in the documents tab. Is that possible, and if so how? All info is greatly appreciated. Thanks, Lew
09-09-2009 08:49 AM
This is not possible in Act!. Even with Sage's most sophisticated CRM solution - Saleslogix - this kind of functionality is not included. (Yes, it likely could be built, but that is a different story.)
Bottom Line: If the user can see the contact record, they can see the attachments/documents for the contact.