08-21-2012 01:41 PM
I am an administrator using ACT! by Sage Premium 2009
We have several; users set up with ACT. I have set up Act/Outlook so all sent and received emails are logged in history. Is there a way I can stop email histories attaching to users history that come from another user or can I at least make those emails hidden where only the sender or receiver of the emails van view them. I know that I could remove their email address from their record, but I need that in there for other purposes. However when a manager sends an email to one of their associates regarding performance, time off, etc, the other users should not be able to see those if they look at that managers history. I have tried setting them all to private, but that is greyed out and I cannot change them from public to private. I am at a loss to know what to do. Would love to get some help or suggestions about this. What about the Select User setting - would something like that work for what I need? Thanks!
08-22-2012 06:33 AM
08-22-2012 03:25 PM
08-28-2012 08:37 AM
That makes sense and I think it will work. In the meantime though, I think I broke something trying to make this work. I think (not sure) that I must have set my own company to private or limited access somehow and blocked even myself from viewing it. When I try to click on my own company name, I get a message that says "You cannot access and view this company. The company may be inaccessible to you, may no longer be linked to the contact, or may have been deleted. To gain access and view it, contact the administrator."
I am set up as an administrator, so I'm not sure how to change the settings on my company. Can anyone offer suggestions? Thank you!
08-28-2012 11:23 AM
08-28-2012 12:20 PM
If you are an administrator you can see records that have limited access set but you can't see private records. I suspect the company record is private and you aren't the record manager of the company record. Depending on how many users you have in your database you could just log in as them one at a time until you see the company record and then remove the private flag.
08-28-2012 01:04 PM
I suspect you are right about that. I was not the administrator when this company was set up and probably therefore not the record manager. We really don't have that many people so I should be able to easily do this. I will just need to have them send me their passwords and then I will get started. Thanks!
08-28-2012 04:54 PM
Yep. It will let you set a record to private that you aren't the record manager on and then it will "disappear". You aren't the first person to have this happen to them although I hadn't heard of someone making a company private and then getting an error clicking on it. You learn something new every day. That's why I read these posts :-).