Conditional Contact Fields
under review
B
Brady Bell
I'd love for the ability to show/hide certain fields on contacts based on another fields selection.
For example
if contact type = client then show these 3 fields
if contact type = business associate then show these 3 fields
would help us clean up the visibility of all the fields in each contact.
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M
Martino Marcotto
I’ve seen and tested the feature described here:
However, after running some tests, I noticed that:
- If you export the contact list, you can also see the folders containing “sensitive” data
- Even when setting a contact view with visibility restrictions on certain custom or standard fields (this works in the single contact view), in the contact list view it is still possible to enable the display of columns containing “sensitive data”
Is it possible to speak directly with the team that developed this feature to see if the “manage features” button can be removed?
R
Randall Chalan
Pallavi Kothari do you have an update on this?
D
Devante Russell
This would be freaking HUGE! YES!
P
Pallavi Kothari
Merged in a post:
Conditional Field Folders in CRM UI
C
Clifford Paulick
I get that sections can be collapsed but I don't want them even appearing unless certain conditions are met. For example, if I have a radio field with the options of "Residential" and "Commercial", I want "Residential Project Info" and "Commercial Project Info" field folders/sections conditionally visible.
P
Pallavi Kothari
updated the status to
under review
N
Nick Courchesne
Love this thought! Fully support this!!