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Are there methods to create private notes or contacts in v7?

Sean Samborski
on 8/18/14, 5:50 PM 921 views

I know the superuser generally has access to everything, but it there a way other users can create private contacts, notes, calendar scheduling that only that user can see? Under contacts, setting the salesperson is semi-private, but any manager or user with see all leads can still see them. When we create calendar schedules, it is also viewable by all users.


Is there a way to do these tasks but ensure no other user except the author can see them?

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Asked: 8/18/14, 5:50 PM
Seen: 921 times
Last updated: 3/16/15, 8:10 AM