Can the AR Manager enter notes in the Customers’ form on the Activities tab and have them be Private?
Best answer by Hughes Beausejour
View originalCan the AR Manager enter notes in the Customers’ form on the Activities tab and have them be Private?
Best answer by Hughes Beausejour
View originalOut-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.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.