Description of Issue:
Customer wants to set Service Notes Access Level to Customer Restricted by default so they aren’t required to set the Access Level to Customer Restricted every time they enter a note they don’t want the customer to be able to view in their portal.
Fixes:
Open SedonaSetup. Go to Setup Defaults in the SV (Service) area.
In the Service Setup window, stay on the General tab.
Locate the Note Access Level. Select the desired level of access from the dropdown menu.
Click Apply to save the change.
Note: The two levels available are:
1 – No Restriction
2 – Customer Restricted
FYI: The Note Access Level can be overridden in the Service Ticket by going to Notes.
If you’d like to override the level, go to the Service Ticket.
Go to Notes. select the note you wish to update the Access Level.
Save to apply changes.
