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Sharing Notes amongst team flawed

Notes Team shared

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#1 jbarn

jbarn

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Posted 17 April 2013 - 04:36 AM

I would like my entire team to see all notes taken on any individual account. However, it appears that they are note visible to anyone except the owner, regardless the group settings. Currently, I only have two groups, super admin (to be able to make adjustments to Zurmo) and everyone. "Everyone" has access except modification rights to the fields, designer, etc..

 

What adjustment needs to be made to ensure that all of those in the "group" can see all of the notes? in designer, I've set allowed all, however it appears that it's not recognizing this command.

 

Thanks,

Jordan



#2 raysto

raysto

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Posted 17 April 2013 - 10:40 PM

You are talking about the Notes area correct?
Notes.jpg

What do you see when you edit the Note?
notes2.jpg
 

You may want to look at these wikis. They explain how to control what records each user can see:

You have the ability to create:

  • Roles
  • Groups
  • Permissions, Rights, Policies
  • Ad-hoc teams

Ray Stoeckicht
Zurmo Team
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