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Who can see Contact notes in APFW?

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Copper Contributor
Posts: 64
Country: USA
Accepted Solution

Who can see Contact notes in APFW?

We have a user who is out on a extended absence. Someone is picking up their work in the meantime. All of our contact permissions are team based, but they cannot see the notes left. I checked the note as an admin and saw that it was not marked as private. Are notes only visbile to admins and the notes creator or the contact record manager?


Accepted Solutions
Solution
Accepted by topic author mjmcpe
‎11-15-2016 06:09 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Who can see Contact notes in APFW?

Hi there,

 

Notes should be visible to anyone who has permission to view the contact which the note is attached to, so long as the note is not marked as private.

If the notes are not appearing for a particular user, then I would suggest checking that the filter options on the Notes tab have not been set to hide any notes.

 

chrome_2016-11-15_11-14-47.png

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All Replies
Solution
Accepted by topic author mjmcpe
‎11-15-2016 06:09 AM
Administrator
Posts: 4,024
Country: United_Kingdom

Re: Who can see Contact notes in APFW?

Hi there,

 

Notes should be visible to anyone who has permission to view the contact which the note is attached to, so long as the note is not marked as private.

If the notes are not appearing for a particular user, then I would suggest checking that the filter options on the Notes tab have not been set to hide any notes.

 

chrome_2016-11-15_11-14-47.png

Copper Contributor
Posts: 64
Country: USA

Re: Who can see Contact notes in APFW?

That was it, thanks.