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Editing other's Activities
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Activities, including Tasks, Events, and Phone Calls are great ways to track your interactions with clients. On occasion, someone else at your firm might want to make an update to an activity that you created, and find that they don't have access to do so. If that's the case, contact your System Administrator, who can adjust the security settings for Activities so that they match the Relationship/Contact/Object access. This means, if you have access to the Smith Relationship (based on your Role), you will also have access to edit Activities that are associated with the Smith Relationship.

 

For System Admins, here are the steps to make this update.

  1. Settings > Setup > Home > Quick Find: Sharing Settings
  2. Click Edit at the top of the Settings List
  3. Update the Default Internal Access of Activities to Controlled by Parent
  4. Click Save

 

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

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