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User details

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Astute Commentator
Posts: 21
Country: United_Kingdom
Accepted Solution

User details

Just another quick question. Can you make the details of the users of your ACT! database private, or even stop ACT! from putting them automatically into your database?

 

Thanks


Accepted Solutions
Solution
Accepted by topic author kirstyandjim
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: User details

No , each user has a record in aCT and the contact information here is pulblic. You can make notes,histories, activities, opportunities private for users though.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

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All Replies
Solution
Accepted by topic author kirstyandjim
‎09-25-2015 03:20 AM
Silver Contributor
Posts: 1,813
Country: USA

Re: User details

No , each user has a record in aCT and the contact information here is pulblic. You can make notes,histories, activities, opportunities private for users though.

Test Drive Act! and Quickbooks over Citrix http://GoTryAct.com

Jon Klubnik| ActTrainer.com
(866)710 4228

ACT! Certified Consultant / ACT! Premier Trainer / ACT! Hosting Provider

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: User details

ACT! needs to users' My records to control user access and scheduling... why do you want them to be Private?
Astute Commentator
Posts: 21
Country: United_Kingdom

Re: User details

We have built a new database for all enquiries we receive to be entered in. The database will be being used by people who have never used ACT! before, and at the moment all of the users' details are in there along with all client data. This makes it a little harder to run our reports for certain areas.

 

It's not a major issue, but if we could stop this from happening, we would have liked to do so.

 

Thank you for your responses.

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: User details

Depending on the report, you should be able to exclude the info you don't want
Astute Commentator
Posts: 21
Country: United_Kingdom

Re: User details

Ok thanks. It's something we would have done if we could, but as the software doesn't allow us to do this, we will work around it.

 

Thanks again.

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: User details

If you do a lookup that excludes the users and then run the report for the current lookup, you should accomplish what you want.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129