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Hi All,
how can i customize or add additional field to notes so that for the file attachment i can set different permission levels
thanks in advance
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Hi Alby,
you cannot modify the Notes entity but you can change the permission of the CRM Security Roles to restict the specific users to access the other users notes.
Thanks!
Sam
hi Sam,
thanks; my scenario is that Sales Team will upload documents for an account. some documents should be visible to Technical Team while others should be visible to all other Teams except Technical
is there any way i can flag the document while uploading
Maybe you can handle that by creating custom entities related to the Account, and give the appropriate permissions to those entities.
Ex.: Technical Document and General Documents
After that you just have to automate the creation of the related entities, and point to the entity's Notes (attachments) from an IFrame.
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