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user count

Last post 06-25-2015 7:15 AM by Maureen. 2 replies.
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  • 06-24-2015 6:17 AM

    user count

    If I remove a user, will completed activities that were originally assigned to them still be seen in the customers history? 

  • 06-24-2015 8:11 AM In reply to

    Re: user count

    Answer

    Hi Maureen,

    You actually won’t be able to “remove” the user for this reason. There are records in your account that link to this user and if a user appears anywhere in your audit trail, you will receive an error when attempting to remove it. Your alternative is to uncheck the user can sign in option so that it no longer requires a license. Additionally, you can make the user inactive so that it does not appear as an option in any of your dropdown lists. All linked records such as activities will be unaffected.

    I hope this helps.

    Audisho

    Audisho Sada
    Product Manager
    Method:CRM
    a.sada@method.me
    Toll Free: 1.888.925.6238
    Local & Overseas: 416.847.0400
    Fax: 416.640.6027
  • 06-25-2015 7:15 AM In reply to

    Re: user count

    Totally Helps!  Thanks so much as always :)

    Maureen

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