Feature Questions Concerning Customer Notes
We are converting from a basic system called CRMDesk to Zoho Desk. We already use Zoho CRM. In CRMDesk there is a feature that allows us to create private notes for a customer. In Zoho this would be called an Account. We don't see such a feature in Zoho Desk but do understand very well that we can add notes at the account level on the Zoho CRM side. The issue is that we don't want our support agents to be able to see every little thing on the CRM side like quotes and communications with the clients concerning price. Is there any way to either add private notes (viewable only by support agents in Zoho Desk) in Zoho Desk? Or, can we restrict what our support agents can see on the CRM side?