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Client Notes: Allowing admin to see but not other group user


trappedatuf

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For the client's notes section, I would like to define if a specific client note should be visible to my employees.

 

I use the main admin login and I setup employees in a group called "Employee Admins". I've limited their account functionality in the "Administrator Roles" section but I'd like to have it so that I can flag only SOME client notes as visible only to me (main admin).

 

I did a search and couldn't find anything on this. I know I can disable them from viewing notes altogether by ticking the "Add/Edit/Delete Client Notes", but I want them to be able to be able to Add/Edit/Delete client notes, just not ones I specific as only visible to me.

 

Any ideas?

 

PS: Everyone's been great here so far and I'm a WHMCS newbie but I'm already loving this!!! A great product that makes my life easier and has a very involved/active member community... I have to say I've found a needle in a haystack! :-)

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