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Lock notes in ACT! Pro 2011?

New Member
Posts: 1
Country: USA

Lock notes in ACT! Pro 2011?

I have sales people entering notes in my database and want a function that allows me to set it so that nobody can edit them once saved. I'm having issues with people changing the notes so I have no way of verifing what's the real deal. Is there a way to set this up and still allow my sales people to enter notes in the system?

Platinum Super Contributor
Posts: 5,275
Country: USA

Re: Lock notes in ACT! Pro 2011?

Hello Bruce,

Welcome to the ACT! Online Community!

 

In ACT! 2011, there is an option under the Tools > Preferences > Admin tab (farthest right tab) for "Allow History Editing" (and "Allow Notes Editing".  You can uncheck the option(s) and it will lock the Histories.

Greg Martin
Sage