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I have a sales rep that is deleting notes and open activities.  I need to prevent this from happening.
1 risposta
  1. 5 lug 2012, 03:46
    Hi,

     

    You can revoke access for his profile for events and tasks.

     

    admin setup>>profile>>system permissions

     

    and for notes and attachments, mark them as private...in this way it can only be viewed, not edited and deleted!

     

    Hope this helps.
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