Hi - Newbie question. When I add a note to a company, it is only visible to me, how do I make it visible to my team?
Thanks in advance ![]()
Hi - Newbie question. When I add a note to a company, it is only visible to me, how do I make it visible to my team?
Thanks in advance ![]()
Hey @HRegester it looks like there’s no specific setting on notes to specify visibility for the specific notes, you would have to set this on the user permissions level, to allow users to view notes they don’t own. There’s a great guide on this here which might help!
Thank you so much for coming back to me. I will pass this information onto our Administrator. ![]()