SAP Knowledge Base Article - Preview

3706754 - How To Create Role Based Segregation Of Notes On Different Business Entities

Symptom

  • Administrators are looking to have separate notes appear for end users.
  • Configuration is controlled via All Settings > Data Administration > Note Type Assignment.
  • Separate note types are needed for separate business unit processes.

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental." 


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Environment

  • SAP Sales Cloud Version 2
  • SAP Service Cloud Version 2

Product

SAP Sales Cloud Version 2 all versions ; SAP Sales Cloud and SAP Service Cloud Version 2 all versions ; SAP Service Cloud Version 2 all versions

Keywords

Notes, Code List Restriction, Role-Based, Business Role, Entity, Note Types, Restriction, Sales, Service Cloud , KBA , CEC-CRM-NOT , Notes for SAP Sales/Service Cloud , CEC-CRM-VST , Visit for SAP Sales/Service Cloud , CEC-CRM-CLR , Code List Restrictions for SAP Sales/Service Cloud , How To

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