Contacts - Ability to for Invoice only permissions to add notes
Until very recently our staff with INVOICE ONLY permissions could add notes to contacts, not just view them. We are at a loss to understand why this functionality has been taken away as it is not a security issue in any way. Adding a note to say that you have telephoned and what the content of the call was was crucial for someone chasing payment and adding other pertinent customer notes.
Please can we have this back?
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Jo Brown
shared this idea
Thanks for raising, Jo - I can confirm this is something our team looked into and were able to restore quite quickly.
You should find Invoice Only users have access to add notes to a contacts record again now. 🙂