How can I set up notes regarding a specific obligation like Gift Certificates?

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asked Aug 22, 2016 in Support Questions by sbain

1 Answer

answered Aug 23, 2016 by yczehn
selected Aug 23, 2016 by Pinkus
 
Best answer

The question was to give user rights to a particular note category.

You need to give that user the following rights.

https://jlssolutions.com/QA/3369/there-separately-granted-rights-category-within-financials?show=3580#a3580

  1. Account Grid /  Edit - Notes
  2. !Members / Families - Notes Tab
  3. !Members / Accounts - Notes View All
  4. Notes Categories / View - YourCategory
  5. Notes Categories / Update/Delete - YourCategory

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