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Can I restrict which Cases a Customer can see?

edited Nov 22, 2019 10:33AM in CRM 2 comments

I am about to release our customer centre out to our support customers, and was wondering if anyone else has been through an exercise of restricting the cases that a customer can see.

We have only recently adopted a process of creating and updating calls, in a way that we would be prepared to show the customer (and being diligent in the use of the 'internal only' update).

So, we might want to say that customers can see all calls since 1st September, but nothing before then.

Or maybe someone has customised and set a tick-box to say that 'this call can be viewed'.

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