Hiding items from the timeline

[Melinda28]

Is there a way to hide customer notes from the timeline? Much like private tasks, so maybe only admins can see the notes. Talking with customers about billing is not necessarily something I want the entire staff to see.

Also is there a way or could there be a way to make invoices private to the timeline as well?... again with the staff not needing to see it. :?

[Paige]

Currently there is not a way to hide contact notes if the user has access to Contacts > View All. We are working on a way in the future to remove notes within a certain time period.

As for order it's the same as notes, as long as the user has access to Store > View Orders they will be able to see the timeline entries for orders

[Melinda28]

Oh, so if they don't have permissions for the store tab they cant see them anyway? I didn't know that! good info thanks