Activities to have an audience of only 1 person (the owner) RRS feed

  • Question

  • I have a manager who wants to track email, but he wants to be the only person who can see certain emails he tracks ie we would need to flag the contacts or accounts to keep those emails private - however he exists in a business unit with other national office staff.  What are my options?  Due to the business structure, i cannot really create a top level BU for just him, as this wont allow other areas of security to function.

    Hoping there is an add on, workflow or change i can make to allow JUST the owner of a record to view it.



    • Moved by Xiaopeng Wu Tuesday, March 8, 2011 9:58 PM Forum consolidation (From:CRM Online)
    Friday, December 10, 2010 5:53 AM