Protect internal information
Internal notes and non-visible activities/tasks/documents are not returned to clients.
Exact navigationAdmin Area → Projects & Work → Service Journeys → Application → Messages
Before you begin
- Confirm the module is active and use the exact navigation shown above.
- Use an account with the stated module and core CRM permissions.
- Use known test records when changing statuses, visibility, saved filters or global navigation.
What this guide covers
Internal notes and non-visible activities/tasks/documents are not returned to clients. The instructions below follow the supplied module’s live menu, controller, form, model and JavaScript flow.
Exact step-by-step process
- Open Admin Area → Projects & Work → Service Journeys → Application → Messages.
- Locate the record, endpoint, field or action used to protect internal information.
- Complete the displayed values exactly as described in this guide.
- Select the available save, submit, send, upload, create, update or confirm action.
- Return to the related register, portal, activity log or API response and verify the expected result.
Fields, choices and supported possibilities
Workspace or endpointAdmin Area → Projects & Work → Service Journeys → Application → Messages
PurposeInternal notes and non-visible activities/tasks/documents are not returned to clients.
Code-backed validations and workflow rules
- The action is available only where the supplied module exposes it and the signed-in user or API client meets the stated access conditions.
- Internal helpers are documented under the visible workflow or endpoint they support rather than presented as invented menu pages.
Expected result and verification
- The protect internal information workflow completes without a validation, permission, ownership or availability error.
- The related record, portal view, activity entry, notification log or API response shows the expected state.
- Client-visible, public and API data remains limited to the code-backed ownership and visibility rules.
Security, privacy and operational checks
- Use controlled test records and non-production credentials before wider rollout.
- Grant least privilege and protect secure links, personal data, uploaded files, signatures, API tokens, allowed origins and server IPs.