How Do I Make Some Records Private?

There a two pieces to this.

1.   Passwords. Under the Tools Menu, Select Options and finally Passwords. You will notice that we have 3 fundamental passwords that you can use.

2.   Groups.   Any records, be they Appointments, Task Items or Contacts that you place into a Group that contains the word private become invisible to Guests and Read Only Access Users. A few examples of Group names would be


This help article applies to Intellect 3