Hoping someone can shed some light on this limitation: “Messages, Activities, Files, and User Notes added to the customer record are available only for the primary subsidiary.” I have tested with a customer that has primary subsidiary A, and additional subsidiary B. This customer has sales orders for both A and B, both of which have communications attached. I can see these communications listed when I look at the customer record. I tested using Administrator role as well as a role that only has access to B, both roles can see the emails. I also did a test where I sent, from the customer record itself, one email as Administrator and one email as a role that only has B. Again, I can see both these emails listed under the sent emails on the customer, regardless of what role I am using. Which types of emails would I expect to NOT see under the customer, and when? “are available only for the primary subsidiary.” is super unclear.

I only see this on Saved Searches: 1. Have Customer on Subsidiary A (Primary) and B 2. Have some User Notes in the Customer 3. Use an Admin rol, see the User Notes in the Customer Page and the Saved Search result 4. Use Custom Role with access to subsidiary B only in user assigned to Subsidiary B. 5. Funny enough, the Role can se the User Notes in the Customer page, but can not see the User Notes in the Saved Search.

We don’t use User Notes very much at all, so I’m less concerned about those, but I am worried about people not seeing all the communications that they should. I just can’t figure out what NS is trying to say in their description of the limitation.