There may be times that you want to keep information private in Virtuous CRM+, including certain Notes, Contacts, and Gifts. You can choose to make these items "Private" to keep them from being viewable by most users in Virtuous CRM+. But how does the "Private" setting apply to each of these individually?
If you are looking for a quick snapshot on the differences and implications of "Private" settings, we've got you covered! Below, you will find a breakdown of what private data means in Virtuous CRM+, as well as some examples of how each of the settings might be used.
Note: Private Gifts will not display in Gift Query results in any capacity for Virtuous CRM+ Users without the appropriate User Permissions to view Private Gift records or Private Contact records.
To review the various User Permissions available, check out this Support Article.
As with our other infographics, you can always download this as a PDF to reference later on.