02-09-2011 01:30 PM
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?
02-09-2011 01:46 PM
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.