An additional level of privacy is now available for contacts.
To keep a listing of your personal contacts, a new section called My Contacts has been added. It`s completely private, no other user, including the System Administrator has access.
Contacts in this new section will not be associated with any account in the System.
Private Contacts can be switched into a new or existing account on the System. Once switched into an account, the contact becomes visible to all other users - providing a user has permission to view the account where the contact resides.
My Contacts, along with My Notes, now reside as sub-tabs in the new My Stuff tab - which replaces the My Notes tab. My Notes opens as the default display in My Stuff.
Click to Schedule or Start a Free Trial