Make notes in a Customer file (or vendor file) private

Can the AR Manager enter notes in the Customers’ form on the Activities tab and have them be Private?

3 replies

Userlevel 4

Use the ‘Internal’ check box to restrict visibility of the activity:


Hughes - I do not want other departments to see the notes, only the AR manager.

Userlevel 4

Out-of-box this is not possible. You would have to customize the grid data view to hide unwanted items based on current user role.


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