Unable to amend notes in Briefing covers in RM8
My client in TAFSA is a super user/folder creator and in this upgrade from 6.2 to 8.1 they are unable to amend existing notes in Briefing Covers - has anyone had this issue and what is solution.
Re: Unable to amend notes in Briefing covers in RM8
Anything that is a permissions issue the easiest way to tell what it going on is to have the affected user, locate the record,
right mouse click > details > view rights.
There it will detail all the permissions, both what they have and what they are denied.
If you can't tell what the issue is from there, grab a screenshot of the "rights" and post it here.