03-12-2013 07:44 AM
I was wondering if ACT has some type of audit trail. We've been seeing appointments and tasks disappear from the schedule, apparently, one of my employees is doing that. Is there a way to see which employee is doing it, since they all have separate user IDs? I tried looking at History/Notes but none of that type of activity shows up. I'm thinking there must be some way to track who did what in ACT, but haven't found it yet.
Running ACT! Pro 2013 Version 15.0.301.0.
Thanks for any help.
03-12-2013 11:20 AM - edited 03-12-2013 12:44 PM
Look at your history tab for starters to see if your desired info is already logged?
If not, put your cursor in the field you want to monitor history changes, then Tools / Define Fields
double click the desired field name, place a check in the box to Generate History.
Also on History Tab
there is a drop down for Types
make sure there is a check in the box for System Changes
and the sub eliments within System
checks in all the boxes of System including Field Changed
or select All Types
There are other security things you can do but this is a big start
. cheers - FSB
03-12-2013 11:35 AM
Sorry, couldn't really follow what you were sugegsting. I'm trying to see who deleted a meeting that was previosuly in the calendar. It definitely doesn't show in the history of the users; we are never able to see who deleted appointments, who closed out tasks, created followup, etc. But, I can't really follow what you are suggesting, could you possibly be a bit more specific for what I'm trying to do?
03-12-2013 12:10 PM - edited 03-12-2013 12:50 PM
I added some to my post above.
You can edit the values of a given field to see if and when and who changed it.
The new info on my post above re use of History Tab may help you?
ACT! Premium givesd you more security.
You can make some things Public or Private in ACT!
see your record info tab public or private
Also Manage Users Security role
Tools / Manage Users
double click on deisred user to edit user info and security role.
Not sure if one of these roles will prevent them from deleting activities, but it might.
see this knowledgebase search for details
Hope this helps - cheers - FSB
03-12-2013 12:23 PM - edited 03-12-2013 12:24 PM
All other users, close out of ACT.
when scheduling activities, in lower left hand corner area of window, there is a Private BOX to put a check in.
This may also help.