Activity visbility control with authorized by book of business
Hi Folks,
My requirement is to show Completed or open activities which I am authorized to see under Account page, for thoes activities I am not able to see, I dont want to them to be shown there; Then what is the access control can make this work? the activities are authorized by Book of business; I tried to set related informaiton Appointment/Task as "inherit primary" but nothing was shown, if I changed to "View" lots of unauthorized activities are shown;
Thanks,
Zhou
Test it step by step:
1. The inherit primary setting is correct. If you don't see any records under Account, create a Task. Check whether you can see it.
2. Assign this task to a book that you have access to. Check again if you can see the Task
3. then check why the other activities are not seen... probably you don't own them or they are in a book where you are not a member, you you are not on the user list of the task.
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