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Marking Records as Private

Marking Records as Private

  1. From the record Overview, select the Actions drop down.
    • S-Release: From the Edit screen, change the Status field to Private.
  2. Choose Mark as Private.
    • If you do not see this value listed in the Status drop-down, you may not have permission to have private records. For more information, contact your Administrator.

Note: Regardless of user permissions, once a Contact record is marked as private, only the owner of the record is able to view it.

Marking Records as Public

  1. From the record Overview, select the Actions drop down.
    • S-Release: From the list view, use the Selected button and choose Change Status.
  2. Choose Mark as Public.
  3. Select the appropriate Status.

Identifying Private Records

If you see the following indicator on a record, it is marked as private.