Notes and Attachments visibility can now be restricted based on profiles

Notes and Attachments visibility can now be restricted based on profiles

Dear All,


We hope you're well!


We are here with a quick update about Notes and Attachments profile permissions.


In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can sometimes contain critical information, displaying them to all users may present a problem. 

With this in mind, we have updated this behavior. From now on, Administrators can enable/disable view permission for Notes and Attachments for each profile.

This update will thus enable you to effectively moderate visibility and accessibility of your notes and attachments based on the user profiles.


That's about the update. We have opened this update for all users in all DCs. Click here to learn more about moderating profile permissions for notes and attachments.

    • Related Articles

    • Notes and Attachments visibility can now be restricted based on profiles

      Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments ...
    • Zoho CRM Now Lets You Migrate Attachments Without Reuploading Everything

      Hello everyone, When customers switch CRMs—or move data from one Zoho CRM account to another—they usually want to carry over everything, including attachments. Admins typically rely on Zoho CRM's built-in import tool for this. One common challenge ...
    • Zoho Mail : Now Lets You View All Attachments in One Place

      Let’s be honest—your inbox is full. From project updates and shared resources to endless email chains and team discussions, finding that one attachment can feel like looking for a needle in a haystack. Was it a slide deck? A quick demo video? Or ...
    • Zoho CRM Upgrade: Rich Text Formatting Now Available in Notes

      Hello everyone, Notes play a vital role in capturing key details and maintaining seamless communication across your records. Zoho introduced a new enhancement—Rich Text formatting—to help you create more structured and visually clear notes. With this ...
    • WorkDrive Now Manages File Storage for New CRM Signups

      Hello everyone! Zoho introduced Zoho CRM’s direct integration with WorkDrive! This launch brings together two powerful platforms, simplifying file management within your CRM. Starting now, new CRM users across all data centers will have WorkDrive as ...