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How to create a private note on “a customer”
How to create a private note on “a customer”

Private notes on a customer card that only the creator can see

Max Oerther avatar
Written by Max Oerther
Updated over a week ago

This is a customer-level setting where each customer decides whether it should be possible for each user to write private notes on the customer card. No one but the person who wrote the note can see it.

If this setting is not activated for you, please contact your HQ who will get in touch with our configuration team.

To get in contact with Realforce support team, please use the chat icon at the bottom right of the page to submit your question!

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