Enchance Role Permissions: Enable ability for users with View Permisisons to Add Notes
If users can View specific cards (Leads, Contacts, Deals) they should be able to add notes.
Yes, they should not be able to change the Card details themselves, but they should be able to Add a Note, send and email to the contacts associated, add/complete tasks, add Calendar events. Basically they can not change the Details, the Products, the Contacts, or Documents.
Also. if they are marked as a "Collaborator", allow them to override the security and enable them to actually collaborate and update the entire record.
-
Agree this would be very useful.
Please sign in to leave a comment.
1 Comments