How to Set Viewing Rights on a CPM Record

Choose the Viewing Rights as either Private or Public. If a job is marked Private, it will now be private not only to the 'Created By' user. It includes the user that the item is assigned to, as follows:

Moisture Tests: Created By & Tested By

Letters: Created By & Sent By

Appointments, Tasks, and Alerts: Created By & Assigned To

Ups: Created By & Salesperson

This has the effect of creating a private record between the Created By user and the Assigned To user. 

This is very important as each person will be able to view only their own private records plus all public records.   A search within each record type will allow choosing to view only private records or only public records or both. If a record begins as public only the record creator or the administrator can change it to private.  

These new records will default to the public:

Appointments

Alerts (All System Generate Alerts are Public)

Letters

Tasks

Remarks

Projects

Project Tests

Prospects (All Customers are Public)

Contacts

Salesperson Ups