How do I restrict certain Notes to only be available to the person who created the Note?
To restrict Notes to be only available to the person who created the Note, please go to the Note in question in Edit mode and then select the checkbox that says Make Private: Visibly Only to Me and Save.
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Basics of Notes
Purpose: To Create a Note. Background: Notes is a handy tool, it can be used to note down little things that need to be taken care of or to remind you to do. Points to Remember: Required fields are marked with an Asterisk (*.) To save your work, ...
How do I add a note to a Daily Log created on a previous date?
To add a note to a Daily Log created on a previous date, go to Daily Logs and open the Daily Log to make these changes. On the Details tab, there is a Note section. While in preview mode, simply click on the Notes section and start adding notes on ...
How do I restrict the Internal Notes entered on the Project screen from being seen by other Users?
To restrict Internal Notes from being seen by other Users, simply open the Note that is associated with the Project and then go into edit mode which is the pencil icon on the top right. Under Tags, you will see a checkbox that reads "Make Private: ...
How do I restrict the ability to DELETE records to certain individuals within my company?
To restrict the ability to Delete records, you can change the Role of the Employee to Office Support. To make this change, go to the Menu and choose Directory and choose the user you would like to restrict access to. From here, simply edit the user ...
How is the Access/Gate Code from the Customer record used and can it be restricted to certain individuals?
To restrict Access/ Gate Code from Customer record to certain individuals, go to Menu and select Settings and in here select Roles. Here, scroll down to Directory settings and you can restrict the Access Code there from certain individuals.