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Users keep changing Contact name info, can we lock it

New Member
Posts: 1
Country: United States

Users keep changing Contact name info, can we lock it

For some reason we just can not keep our people from changing (accidentally?) the name information in the contacts.  We now have mixed up names with the wrong contacts.  Is there any way that the admin user can lock the field once it is filled in so that it can't be changed at the user level?

 

We have even had problems with the users using their own personal contact for client info instead of clicking new so then we have to reestablish the login contact again.

 

Please tell me there is a way to lock this field so they can't keep changing it at will.

 

Thank you,

Carol

New Member
Posts: 21
Country: USA

Re: Users keep changing Contact name info, can we lock it

Yes, it can be done no problem, however you didn't say which version of ACT you're using, and it is different depending on the version.  If 11.00, go to tools and define fields, select the field, then select field security and change the field to "read only".

 

The only down side to this is that you have to change the field back to the original setting (full access) when you really DO want to change something in a customer record where the locked field is involved.

 

If you have an earlier version, do a search in help on key words "field lock".

 

Hope that helps.

 

Wes