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add users to insert a note

New Member
Posts: 2
Country: Uruguay

add users to insert a note

Hi i want to ask you how to change the users when you insert a note to the contact info.

 

I am working in a new job and the users that appears are old workers, so i want to erase them and put mi name in the record manager columns.

 

We are working with  the version act 6.0 and appreciate if you answer me as soon as you can

 

Thanks.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: add users to insert a note

Make the old users inactive and add yourself as a user so that you lokin as yourself. I believe you need to look in the file menu for the administration option.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: Uruguay

Re: add users to insert a note

I went in the file menu and administracion option but the only optio that appears is to set up password and the option define users it show like dull, i can not enter to that option understand?
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: add users to insert a note

Then you don't have administrator privliges on the login you're using.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129