Hide personal tasks in CRM
Hello In our company, we use Tasks in Zoho to organise both company business and client business.
In Tasks, we have a dropdown which indicates whether a task is company or client business.
We would like to prevent standard employees (non management) from seeing tasks categorised as company business. Tasks relating to client business should remain visible.
Can this be achieved either using settings or custom functionality / API?
It seems crazy that there is no ability to mark individual tasks as private. I know it is possible to restrict data sharing globally, but It is just the odd Task we need to restrict
Thanks
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