Siebel Finance Guide > Managing Product Group Visibility >

Sharing Notes (End User)

This topic illustrates the control of note visibility by product group visibility.

To share notes

1. Log in as a member of a product visibility group.
2. Navigate to the Opportunities screen, and then the All Opportunities Across Organizations view.
3. Locate the opportunity that you created in Sharing Opportunity Information (End User).
4. Drill down on the opportunity.
5. Navigate to Notes, and then the Public Notes. Two views have that title. Use the view with the title FINS CI Opportunity Note View, which exposes the Product Group and Public Flag fields.
6. Create a note record here.
7. Log in as another member of the same product group, and confirm that the new record is visible.
8. Log in as a member of a different product group. Confirm that the record is not visible (unless the second product group is shared through the Product Group Administration view).