Hiding Notes in ACT

[ACTnewbie]

Hi,

I am trying to maintain 1 ACT! database that is being used by a telesales and a sales team.

The problem I am having is with the telesales people reading past notes then thinking that they wont make a sale and then skipping the record. After reviewing records that have been skipped I have noticed this has cost us a lot of business.

If I maintain two databases I can then truncate the Notes on a telesales database to ensure all records are contacted. This makes it difficult to keep a proper trail of activity.

Ideally I could restrict the telesale people from viewing past notes. They would obviously have the ability to add notes just not see comments from the last call. This would also allow me just to manage one database!

I have attempted to play with the layouts in ACT 6 but have had no luck.

I would be grateful for any recommendations or ideas in how best to configure the setup. I will probably upgrade to ACT 2005 over the coming weeks.

Cheers,

ACTnewbie

 

[ACTnewbie]

I have just been testing ACT 2005 and I have noticed you can hide the Notes tab.

 

[WhoMe49]

How did you hide the notes tab? or More importantly, How do you unhide them? I lost all of my tabs and can't seem to get them back.

 

[paulcedarhill]

Whome,

Try selecting (clicking on) and sliding the grey bar at the bottom of your screen back up, you may have unwittingly hidden the whole group. If that doesn't work go to the Tools, Design layouts, contact menu and drag the buttons back in.