05-23-2008 06:05 AM - edited 05-23-2008 06:07 AM
I have a couple of questions about making Notes in ACT 9.0:
1. Is there any way to take away Notes and History editing?
2. When creating a new Note, I see that you can modify the time/date of the Note; is there any way to take away that feature?
I have uncecked the boxes for Allow Notes/History editing but the users are still able to reselect it, everyone is a Standard user, is there a more restrictive security role to prevent this? Also, I made a note on a brand new client and then another sales person came in and placed a new Note before mine; I noticed that the time/date of a Note can be set to whenever. Is there a way to take that feature away or at least be able to see when the Note was originally created?
Thank you all in advance for your help.
05-23-2008 01:54 PM
Firstly I think this article might come in useful
I have tested this in ACT! 2008 and it seems that you will have to set these users to 'Browse' status to stop them editing your notes.
Tools -> Manage Users -> Edit User Information
Hope this helps,
05-24-2008 07:02 AM
Thank you for the information it was informative and I trided changing the security role to Browse but it was too restrictive; we still need users to create new notes but not edit them. I'm going to keep scouring the net for an answer and if I find one I'll post it for everyone. Maybe someone else may need it.
07-01-2008 04:31 AM
Hi sorry it took so long to reply.
There is also an option in 'Tools -> Preferences' to 'Allow notes editing' and 'allow history editing'.
If you uncheck these, that will stop editing of notes and history.