To limit access to activity records
- Create the access keyword(s) in the ACCESS_KEYWORDS lookup table.
- From Customers, select Set up module> Activity types to open the Set up activity types window.
- Select the activity type that you want to assign an access keyword from the Product Types list.
- Click Edit.
- Click the Find icon displayed to the right of the Keywords field to open the Select ACCESS_KEYWORDS value(s) window.
- Select each keyword that you want to assign in the Available field and double-click to move the keyword to the Selected field.
- Click OK. The selected keyword(s) displays in the Keywords field on the Set up activity types window.
- Click Save.
- Assign the access keyword(s) to the user.
Note: After the access keywords are assigned on the Set up activity types window, the activity will not display in a customer's activity window unless the user has been assigned at least one of the access keywords.
