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Restricting Notes, History, Activities access to certain users.

New Member
Posts: 2
Country: USA

Restricting Notes, History, Activities access to certain users.

Hi,

 

I am currently using ACT 2010 and would like to have my interns update only specific information on a record.  I do not want them to be able to view and read Notes, History, etc.  Is there a way to do this?

 

Thanks

 

Bill

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: Restricting Notes, History, Activities access to certain users.

If they can see the contact/company, they'll be able to see the notes/histories/activities unless they are marked as Private ... but then only the record manager (usually the person who created the note/history) will be able to see it.

 

You might post a request for this feature to be considered for a future version here -
http://community.act.com/t5/SHARE-YOUR-IDEAS/idb-p/ideas

Input from this web page goes directly into a database that management has direct access to read, and which they also track and gather statistics on. It also allows other users to vote on these so Sage can get an idea of the demand

This article might help word the request to make it easier for management to look at it:
http://blog.glcomputing.com.au/2011/01/how-are-product-management-decisions.html