MS Word 2010.
When client comes in we try to get to know them and write Notes about their business, their personal lives ( like sport , have three kids etc ).
As years go by they may buy a rental property or sell one, they want to buy a business or sell one etc. Various staff work on a job and are supposed to update the notes so me as the accounting Partner know what is going on.
We have had some one wipping notes. Staff still need to write further notes and read all past ones, but note completely delete all or part there of. I thought perhaps I could time bar the document so can read and write new notes but not delete past notes from a date set.
However you will probably have a better answer to my problem.
I just thought- I have 600 clients and I don't want to individually update time/date blocks on each of the 600 client Notes
perhaps an automatically sliding time/date block based on the computors time clock eg lagging by 2 days-after two days the document locks for alteration/edit to past comments but allows comments to be added
In scenario 1, there is a chance to impose restrictions on your MS Word file since MS Word 2010 can restrict editing by user accounts. For instance, Staff 1 logs in to the computer as staff1 and Staff 2 as staff2. When Staff 1 is done, she logs out and Staff 2 logs in to his staff2 account. In this case, you can set MS Word to restrict editing by user accounts.
In scenario 2, where a user account is shared among people, restrictions is almost impossible. Yes, you can restrict EDITING the document entirely by setting it as read-only by a password XXXXX But you mentioned that you allow them to enter their INPUT but you just don't allow them to delete data without your permission.
To protect a document in MS Word 2010, here are the steps but it is just limited: (This is MS Word's limitations)
A. Enable the Developer Tab of MS Word 2010
For the procedures, click on this link:
If the Developer tab is enabled, click on it then click on Restrict Editing button under "Protect" group. Here is my screen shot:
Then check option number 2 in the left panel, then click to select Everyone if you want to restrict all users.
Then click the Start Enforcing Protection button.
Screen shot here:
Another straightforward way is to password-protect the document. I can provide procedures if you want this approach.
Also, how about setting up a database-system in your office to hold your client's data? MS Word files are flat files that is why security and restrictions are so limited.
Please remember to rate my service positively (3-5 stars/faces) once you have all the information you need. If you have any other questions, please ask me more or reply to me – I’ll be happy to respond. Thank you!Best regards,Jess
The accounting system we use has a "Client Notes" tab and is SQL data base. However they have locked it down so I can't alter it.
My son was suggesting writting macro's and said he could do it. I don't have enough years left to wait for him to remember lol.
I am happy for client notes to be in any sotware but I don't really want some other programme to learn that is complex-any suggestion would of an alternative software would help though
I don't really have a solution to my problem so how should I rate your service.
There is obviously no solution in word, so is that excellent still. I am serious and want to be fair.
i will give you an excellent but can you think of some thing on other software that will work on a simple time bar or something and email my gmail account.