How To Set Notes To Read Only
This document explains how to set up your access rights so that operators are allowed to add notes
to the Debtor but are not allowed to edit existing notes or delete lines from the Notes.
Reading and writing to fields is controlled by access rights. The steps below show you how
to change your access rights on the Debtor Notes field to Read Only. To follow these steps,
you must be signed in as an operator with access to the Access Rights form.
- Exit out of Collect!.
- Sign into Collect! as an operator with User Level 99. Collect! ships with a 99 operator -
ID 99 and Password 99, unless you have altered this.
- Select System from the top menu bar and then select Rights from the drop-down choices. This
will display a side menu.
- Select Access Rights. This will display the list of Access Rights for each form, field, button
and menu item in Collect!.
- Scroll down to "notes" or type in notes in the Name column to scroll automatically. This is
the form properties for Debtor and Client Notes.
- Select it to display the Access Rights for Notes.
You will see a Form Rights sub-window on this form. Scroll through the list of Levels
displayed in the Form Rights window. These are user levels that have access rights set for
the Debtor Notes field.
- Select the User Level that you want to restrict access to the notes and set the Rights field
to Read Only.
- If the user level you wish to alter is not in the list, select the NEW button to create a
new Form Rights setting.
- An empty Forms Right window will be displayed. Set the Rights field to Read Only.
- Select the user level you wish to alter from the Level field pick list.
- Select the OK button to close the Form Rights window.
- If you wish to alter other user levels, select or create each one, as described above.
- When you are finished, select OK until you are back at the Main Menu. Once you are at the
Main Menu, you will need to sign out and back in.
Now your Debtor Notes are set to Read Only for all operators with the user levels that you altered.
When your operators sign back into Collect!, the new changes will take effect.
No Delete / No Access
No Delete and Read Only have very similar behavior when used as access rights for the notes. Both
No Delete and Read Only allow you to add a line to top of the notes. With No Delete, you cannot
backspace or change anything you have just entered. NO ACCESS is the only setting that makes the
notes completely Read Only and not editable at all.
Notes Tab
The Notes Tab (debtor:notes for Debtors and client:notes for Clients) is a different item in the
Access Rights list and this must remain set at FULL access. So be sure that you only edit the field
that is Access Rights item "notes," or you may experience unexpected results, like the Notes tab
disappearing for view.
Notes Grayed Out
You can make the Debtors' and Clients' Notes truly Read Only by setting the access rights for "notes"
to NO ACCESS for the user level you want to restrict. Then the Notes will be visible in the
Text Editor but the operator cannot make any changes or additions to them at all. When you do this,
be sure to leave the access rights for the Notes tab, debtor:notes, set to FULL access.
Summary
Setting the Notes to Read Only allows an operator to add new notes but not to edit or delete existing
note lines. Access rights for Notes are set in the Access Rights form for the Notes field. Each user
level that you want to set must have Form Rights set to Read Only or No Delete as described in the
steps above. If you want the Notes to be truly Read Only with no additions or modifications, you can
set the access rights to No Access. Then your Access Rights must be rebuilt so that the changes will
take effect.
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