You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Lead Note visibility

Accepted answer
52
Views
1
Comments
in Sales 1 comment

Summary:

We have a functionality where we add notes via a groovy within Lead to the notes object and it is only visible to the user who have added the note.

We want to make sure who has access to the lead should have access to all the note records as well.

We have kept the VisibilityCode attribute to External. - users are not able to check each others quote.

But when the set the VisibilityCode attribute to Internal - users are able to check each others quote.


Wanted to understand how the VisibilityCode value is related to Notes visiblity.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!