Although a user's menu Add Note to Contact is restricted and not available as a menu the user can still add Contact Notes on the Notes tab

Version 1

    Details

    Although a user's menu Add Note to Contact is restricted and not available as a menu the user can still add Contact Notes on the Notes tab

    Default Actions menu for a non master user:



    [STEPS TO REPLICATE]

    1. Log in with master rights
    2. Tools >> Users' Settings
    3. Button Properties for any highlighted non master user 
    4. Tab Menu
    5. Browse to Actions
    6. Check the pushpin for Add Note to Contact so that this menu item is red
     

    7. OK
    8. Close
    9. Log in as the specific non master user
    10. Browse to any contact record
    11. Verify that in the Actions menu there is NO entry anymore available Add Note to Contact
    >> RESULT: There is no menu entry anymore available Add Note to Contact


    11. Tab Notes
    12. Button Add and try to add a note
    >> RESULT: Via the Add button the non master (menu restricted) user is still able to add a note to the contact record


    Resolution

    [CAUSE]
    Since GoldMine Premium Edition 8.5.x, the Notes tab has additional restrictions possible per user which are controlled by the Access tab of the user's properties, only by removing in addition the Insert Note right the user will not be able anymore to add notes to a contact record 


    [STEPS TO RESOLVE]

    1. Log in with master rights
    2. Tools >> Users' Settings
    3. Button Properties for the specific highlighted non master user 
    4. Tab Access
    5. Uncheck Edit/Delete others' notes + Uncheck Edit/Delete own notes + Uncheck Insert notes

    6. OK >> Close
    7. Verify again as the non master user
    >> RESULT: The Add button is now greyed out



    Additional Note:
    Please make sure to remove also the menu entry as otherwise the user will although being restricted to Insert Notes still be able to Add Notes to a Contact via the menu entry, also refer to related Knowledge Article # 25057