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Note Visibility for Contacts

MRI Box and Dice MRI Box and Dice

This option enables consultants to choose who will be able to see their newly added note.

Settings > CRM > Note Visibility

Enabled:                                                                                                                              Screen_Shot_2021-01-04_at_10.13.39_am.png

Disabled:

Screen_Shot_2021-01-04_at_10.16.19_am.png

Note Visibility Enabled: YES
With Note Visibility turned on consultants will have the option to select who can view the newly created note.

Only Administrators can edit the visibility of the note afterwards.