User Permissions - Contact Fields
M
Matt Ingebrigtsen
At the subaccount level, it would be helpful to have the ability to grant/block access to either specific contact fields or field folders.
For example, you have sales people selling product A, sales people that sell product B, fulfillment reps for product A, reps for product B, and admin that oversee both products. Product A reps don't need access to see fields used for product B and visa versa but the admins need to see both.
In this scenario we could house Product A specific fields in a folder granting access to Product A reps, do the same for Product B, and grant access to both folders to the admins.
Currently we are handling this by having 2 subaccounts but there are certain times where contacts cross over and that makes it difficult on the admins to keep track of all the products and financial information.
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S
Sales & Marketing
Merged in a post:
HIDE CUSTOM FIELDS AND VALUES
T
Tim James
The ability to have Hidden Custom Fields/Values that Agency Owners/Admins can only see. This way we can track specific metrics/KPIS without having the user confused or risk the user deleting these fields/values
S
Sales & Marketing
Merged in a post:
Hide or show folders in contacts
C
Chad Denke
I want to organize my custom fields in folders but don't need all the folders to show in the contact.
It would be nice if we could hide the ones we don't want to show from the contact so you don't have a mile long list of folders you don't need to see.
R
Rob Calhoun
Here are links to related requests:
J
Jeremy Maher
100% I think there is another thread with same idea. I’ve wanted this from day one.