08-21-2012 09:39 AM
Hello all. I'm new to the board, the software, and started using an established ACT database a few weeks ago. I'm looking for some help understanding how to lock fields. We are using Pro 2012.
Here's what I think I know...the admin can set a field's security level to read only. That would keep the field from accidentally being changed. What I'm unclear on is if setting a field's security to read only will enforce that across ALL contacts or if it can be set for each individual contact.
Thanks for the help!
08-21-2012 10:06 AM
If you're using the Pro version field level security isn't an option. You would need to upgrade to the premium version for that capability.
08-21-2012 12:16 PM
Other than making a contact private, you would need the premium version.
08-28-2012 12:14 PM
In Premium users will either be able to access the record or not, records can not be set to "read only" at the record level.
At the field level you can assign "read only". So, it takes some work, but you can make a record "read only" if you set up all of the fields to be read only for certain users and/or teams...