Secure Record

 

The Secure Record feature allows to mark a Case as confidential and limit the users that can access the record.

 

 

A Case marked as a Secure Record is visible only to users with the permission View Secure Record in the Administration -> Cemetery System Setup -> Case Email Notification Setup.

 

The users without the permission can see the record on the general Cases list, however can't access it.

 

 

 

 

Access instructions in the Configuration section to find out how to configure the Secure Record function.