目錄

The following will explain how to set customer and note permissions:

I. Customer Permissions
When adding customers or editing customer data, you can set permissions (see below) by choosing either [Everyone], [Only me], or [Customize].




II. Note Permissions
When adding notes or editing a note, you can set permissions (see below) to select "Same as selected customers", "Everyone", "Only me" or "Custom".

來源連結：

https://vital-faq.azurewebsites.net/CRM/5457
https://support.vitalyun.com/en/vital-crm/faq?view=article&id=4964:how-to-customize-customer-notes-and-its-permissions-in-the-app&catid=28
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