Is it possible to flag the built-in notes as confidential?

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Posted on by ehoutz

We are trying to create a more standardized notes field for users to add information, and one of the requirements is to be able to flag a note as "confidential" so only the person who made it or authorized users above them can see the note. Is this possible? If so, how?

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Gus Gonzalez 27,113 on at

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I would create a new entity in CRM called "Notes" and Configure Security to Read: User Level on those records.

The new Notes entity will have a Lookup to the entities that you need to relate to it (I.E. Account) and once the entity is created you can add a grid below Notes and Name this grid "Confidential Notes". The "Notes" section can be renamed to "Public Notes". Train the users on how to decide where to enter the notes.

For the supervisors, give them Read: Business Unit visibility on the Security Role so they can read "Confidential Notes" from anybody within their Business Unit.

Does that make sense?

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