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How do I protect notes from being deleted

New Member
Posts: 1
Country: USA

How do I protect notes from being deleted

multi  user office need to protect exisiting notes from being deleted or change  Do not know how to accomplish this.

Help from anyone please.  

Nickel Elite Contributor
Posts: 959
Country: USA

Re: How do I protect notes from being deleted

Please read this first - thank you - http://community.act.com/t5/Act/PLEASE-READ-THIS-BEFORE-YOU-MAKE-A-NEW-POST/td-p/233496  - cheers FSB

Bill Williams - Owner / ACT! Consultant / Trainer at FILL STAFF HR "ACT! FOR RECRUITERS"
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Bronze Contributor
Posts: 1,448
Country: USA

Re: How do I protect notes from being deleted

While it really helps to provide the additional information that Bill Williams suggested, restricting user's rights is done under

 

Tools

Manage Users

Edit User Information

Active

Add (or remove) permissions

 

Make sure that "Delete records" is not under added permissions

 

This is taken from my versioin which is V16 (2014).  The steps may not be the same for older versions.

 

Hope this helps. 

 

BTW, as you notice, I have my specifications in the signature block so I don't have to remember to add it when I'm asking a question - and I ask a lot. 

John Purdy
ACT! Premium V. 18
HP ENVY 17m, 16GB, & Office 365, 32bit, 1TB HDD.