Option to mark a Note Public or Private

Our fundraisers develop relationships with constituents that can include private conversations (think... overcoming substance abuse, served with divorce papers, or being tested for a disease) it is good for the fundraiser that was told this to be aware of it on next contact, but if others in the organization see the note, it might appear we share such sensitive info with each other. It would be great if a note could default to public so every signed in user could see it, but when marked private, only the user who entered it could see it. This should apply minimally to constituent summary, Constituent notes and action notes, but possibly others.

  • Michelle Ruth
  • Sep 30 2020
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