Application Scope: CORE
Problem
You have a user that is in roles with the 'CRM' Entity, but they still don't see any CRM notes Activities on the workspace dataforms.
Cause
Missing Organization Access
Solution
Because CRM Notes are tied to the Organization record, in order for a user to access those notes they need not only the CRM entity on one of their user roles, but access to the organizations in question.
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If this is a Sales user, this access will automatically show up as they create Organizations and associated Workspaces. For Non-Sales, internal users, they will need to either be added to the security tab of the Organizations for which they need CRM Note access, or added to a role that has CRM Admin access. |
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