 | Hiding certain History records from specific users? |  |
 Posted: Wed Jun 16, 2010 10:09 am |
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| kungfudave |
| n00b |
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| Joined: 14 May 2009 |
| Posts: 8 |
| Location: Winnetka |
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Does anyone know an easy way to hide certain HIstory records from specific users? My client wants to hide history records pertaining to completed sales with dollar amounts in them from certain users. She doesn't want to hide the tab completely.
Thanks for any insights! |
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| Posted: Wed Jun 16, 2010 10:48 am |
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| DJ |
| GoldMine Guru |
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| Joined: 29 Jun 2006 |
| Posts: 2055 |
| Location: Fitchburg, MA, USA |
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Make those history items Private, and then only those with Master Rights will be able to see them.
As I remember it, however, you can privatize Forecast Sales. |
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_________________
DJ Hunt
Phone: (978)342-3333
Email: DJ@DJHunt.US
GoldMine Premium - The Defintive Guide
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| Posted: Thu Jun 17, 2010 10:37 am |
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| kungfudave |
| n00b |
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| Joined: 14 May 2009 |
| Posts: 8 |
| Location: Winnetka |
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| thanks, I'll give that a try! anyway to automatically set the status to Private? |
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| Posted: Thu Jun 17, 2010 1:12 pm |
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| DJ |
| GoldMine Guru |
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| Joined: 29 Jun 2006 |
| Posts: 2055 |
| Location: Fitchburg, MA, USA |
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| There is a statement that you can put into the UserID.ini that will do this for you, but I don't have it handy now. It is in my books though if you have a copy of that. |
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_________________
DJ Hunt
Phone: (978)342-3333
Email: DJ@DJHunt.US
GoldMine Premium - The Defintive Guide
One-on-One GoldMine Technical Support ( Fee Based )
www.DJHunt.US |
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