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How do you restrict other users to ssee Internal Note on a customer?

on 1/15/15, 2:24 AM 546 views

Let's say I am  a boss/CEO and gave a big business gift (a car) to one of my cusutomers. I want to write an Internal Note on that customer that I gave him a gift. So far so good, I know how to do that.

BUT, my question is: How do I prevent other users from seeing that Internal Note? (let's say I don't want the to complain bla bla bla)

Hengky Zhang
On 1/15/15, 3:04 AM

you can set the access control list or record rule

you can see the example in the sales order

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Asked: 1/15/15, 2:24 AM
Seen: 546 times
Last updated: 3/16/15, 8:10 AM