REMOVE INACTIVE SCHEDULING NOTES PRIVILEGE
A security permission is available for you to assign to users that can delete inactive scheduling notes. Use the following access to assign this permission to a user role for all users that need this function:
-
Settings menu
-
Security option
-
Roles option
-
Select the “View role functions” icon for the role that you want to update
-
Check the box for the permission that reads “Remove Inactive Scheduling Notes” that appears down the left column of available permissions under “Note Maintenance” (you may have to select the “plus” icon next to the “Note Maintenance” permission to view all the detail permissions associated with this option)
-
Select the Save button
Repeat this process for every role that you want assign this permission.