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Restricting Edit List Values

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Astute Commentator
Posts: 21
Country: United_Kingdom
Accepted Solution

Restricting Edit List Values

Can I stop certain users from being able to add to the drop down lists? Any help would be much appreciated. Thanks.


Accepted Solutions
Solution
Accepted by topic author kirstyandjim
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Restricting Edit List Values

Hello kirstyandjim,

Welcome to the ACT! Online Community. The issue you are describing (users able to edit dropdowns that are set to not allow editing) sounds like a known issue associated with the initial release of ACT! 2010 (12.0). This issue was resolved with SP1 update. Please refer to Knowledgebase Article 25927 for information and installation intstructions for this update.

Greig Hollister

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

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Silver Contributor
Posts: 1,813
Country: USA

Re: Restricting Edit List Values

You can limit this from being done directly from teh contact view (removing the Edit LIst Values option) by going to toold, Define Fields.  From here you would need to edit the field in question to find the drop down list that it is tied to.  After that, go back to define fields and choole Manage drop doen lists from the list tasks section of the main define fields screen.

 

From Manage drop downs, find the drop down list you need to edit and choose edit drop down list.

 

On the sereen deselect Allow users to edit items in this list and also automatically add new items users enter.

 

This shoud do it.

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Astute Commentator
Posts: 21
Country: United_Kingdom

Re: Restricting Edit List Values

Thank you, however I have already tried this option, and yet other users on the system still seem to be able to add to the lists

Solution
Accepted by topic author kirstyandjim
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Restricting Edit List Values

Hello kirstyandjim,

Welcome to the ACT! Online Community. The issue you are describing (users able to edit dropdowns that are set to not allow editing) sounds like a known issue associated with the initial release of ACT! 2010 (12.0). This issue was resolved with SP1 update. Please refer to Knowledgebase Article 25927 for information and installation intstructions for this update.

Greig Hollister

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

Astute Commentator
Posts: 21
Country: United_Kingdom

Re: Restricting Edit List Values

Thanks Greig, I've passed this information on to our IT department and it seems to be doing the trick!