Control the visibility that Intuit Practice Management provides throughout your firm.
By Andi and 1 other2 authors20 articles
What are private contacts?
What happens if I mention a colleague who isn't part of a private client or work item?
How do I keep an email from a particular contact private, if I have the auto-share email setting turned on?
How can I tell if an email is visible to everyone or just me?
How do I know if a contact is private or public?
How do I find out who has access to a private contact or work item?
How can I obtain a list of contacts or work that includes private items?
Can I give a colleague access to one work item, but not a private client?
What if I have one work item I want private for a public contact or an internal job?
How do I find out who has access to an email conversation?