Can the AR Manager enter notes in the Customers’ form on the Activities tab and have them be Private?
Solved
Make notes in a Customer file (or vendor file) private
Best answer by Hughes Beausejour
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.
+2Use the ‘Internal’ check box to restrict visibility of the activity:
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+2Out-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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