Vital CRM
How do I set up note permission?

How can I set a permission so that only my own or specific group can see?

1. Go to [Settings] tab, under [Import / Export], click [Import Notes].


2. Under the [import] button, click [customize note permissions] to edit the note permissions.


※ Reminder: The system administrator can browse all the information

[Settings > Import Notes > customize note permissions]
https://faq.vitalyun.com/EN/CRM#4013
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