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Thread: Notes not allowed

  1. #1
    Dmackellar is offline Junior Member
    Join Date
    Apr 2009
    Posts
    1

    Default Notes not allowed

    I'm a new Community user - As admin, I am able to enter, edit, and display notes related to accounts and opportunities.

    I have set up a basic user role for other users and enabled access to "ALL" modules.

    However, a "basic user" is only able to see a note listed under history. When selected, an error message is displayed that says Notes are not authorized for this user. Likewise, a "basic user" is able to click on Create Note but still gets the same error message.

    I see no specific access control for "notes" - what am I missing?

    Thanks,

  2. #2
    sugarcane is offline Sugar Community Member
    Join Date
    Apr 2005
    Location
    Chicago, IL
    Posts
    1,207

    Default Re: Notes not allowed

    Hello,

    can you send a screenshot which displays the rest of the role settings? It sounds like your users have access for the List, but not the detail view. What are the settings you have for the Notes View?
    Intelestream has a great deal of experience hosting and customizing the SugarCRM application. Our company is made up by former employees of SugarCRM, and together we have over 50 years of experience working with the application. To learn more about us, please visit our website at www.intelestream.net or contact us directly at 800-391-4055 or by email at info@intelestream.net

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