03-30-2012 01:34 PM
I have been using ACT for about two months. I only have one user license right now and I'm looking to add more users. However, I have concerns regarding access of activities/notes/histories/emails/etc...
I understand you can limit the access of contacts, companies, opportunities etc to selected users. However, I would like to limit the access of notes, etc.... The reason is because I may have notes regarding negoiations that some employees who need access the contact/company/opportunity don't need to know about, while other employees do need to know about. Does this make sense?
I already know that you can't do this. You have the option to make it private or public but not limited. Therefore my question, is this. If I add the user to the activity by the "schedule with" or when the activity is cleared "share with" a group of selected users; will they then be able to see the history comments if it is still marked private?
Will this make it:
Any other suggestions?
03-30-2012 01:58 PM
03-30-2012 02:26 PM