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Inhibit Quote being Forwarded

New Member
Posts: 11
Country: United Kingdom

Inhibit Quote being Forwarded

If a Quote is in the History of my database (created either in MS Word or from an Opportunity) can I stop one of my members of staff forwarding it on to the competition - not that I mistrust my staff you understand!!

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Inhibit Quote being Forwarded

You can open the History entry and mark it as Private. This means that only you can view it in ACT!. However, they may still be able to browse into the ACT! database files via Windows Explorer and copy the actual file.

Greig Hollister

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