Although a user has revoked Insert Notes settings and cannot add notes via the Add button on the contact record's Notes tab, the user can still add notes via the menu Actions >> Add Note to Contact...

Version 1

    Details

    Although a user has revoked Insert Notes settings and cannot add notes via the Add button on the contact record's Notes tab, the user can still add notes via the menu Actions >> Add Note to Contact...


    - Since GoldMine Premium Edition  8.5.x, the Notes tab has specific restrictions possible per user which  are controlled by the Access tab of the user's properties, the settings can be successively/inheritable removed or granted for

    a. Edit/Delete others' notes
    b. Edit/Delete own notes
    c. Insert notes


    [STEPS TO REPRODUCE]
    1. Log in with master rights
    2. Tools >> Users' Settings
    3. Button Properties for any 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. Log in as the non master user
    8. Browse to any contact record
    9. Tab Notes
    >> RESULT: The Add button is greyed out and via this way the user is not able to add a note


    10. Menu Actions >> Add Note to Contact
    >> RESULT: Although the user should not be able to Insert notes per Access tab restriction the user can add a note simply by using the menu entry Add Note to Contact





    Resolution

    [CAUSE]
    This is RM # 247021

    [WORKAROUND]

    In addition to the Insert Notes restriction in the Users' Settings >> Properties >> Access tab, also the menu Actions >> Add Note to Contact needs to be removed


    [STEPS TO RESOLVE]

    1. Log in with master rights
    2. Tools >> Users' Settings
    3. Button Properties for the specific 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 >> 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: Due to the Insert Notes restrictions for the user the Add button greyed out, so that now the user cannot add a note anymore to the contact record