Act CRM Software Notes Preventing Note Editing and Deletion

by | Oct 1, 2021 | ACT CRM Software Tips and Tricks

Act CRM Software Notes: How do you avoid deleting notes in ACT?

If you are a big time note-taker and you put a lot of notes in ACT, the last thing you want to have happen is to have someone delete those notes. In this tutorial I will show you how to change some preferences in ACT so no one can accidentally delete or even edit a note.