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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?

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Best answer by Hughes Beausejour 6 July 2021, 22:33

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Userlevel 5
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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.

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

Userlevel 5
Badge +2

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

 

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