Hi Barb,

1) Yes, there is a particular security option in Groups for Adagio Receivables called Edit Customer Notes. If a group is set to not allow access to the Edit Customers function, but does have access to Inquiries / Customers, then you will see an 'Edit Notes' button that will allow precisely what you want to do. This option also flows to other applications that allow editing customers, such as Order Entry and SalesCQ.

2) Because the Scan function in Adagio SalesCQ also allows editing Customers or Prospects, we chose to disable the Edit button if security prevented access to either one. It's a little trickier when there are two different places where Edit can access (Customers / Prospects). I can forward your suggestion on to the programmers. If we were to add an option like this, it would have to prevent access to editing both customers and prospects - it couldn't allow one and not the other. It probably would have to disallow the Transfer function of turning a Prospect into a Customer as well.