J
Jeff Middleton
We need it
J
Jesse Rivera
100% absolutely needed. When is this happening?
J
Joe Mahallati (WiseActionMarketing.com)
Agencies need the ability to hide, lock, and control access to custom fields and folders across Contacts, Opportunities, and Smart Lists. This should include role-based permissions, conditional visibility, and API-only access, enabling a cleaner interface, protecting sensitive data, and tailoring what each user or team sees. Benefits are very much needed and would...
- Reduces clutter for large accounts and multi-team agencies.
- Protects sensitive information (human resource-related data, commissions, fees, automation data).
- Improves user experience for clients, sales, marketing, and operations.
- Enables cleaner, more organized pipelines and contact records.
NEEDED...
- Hide/Show Fields & Folders: Option to hide specific custom fields or entire folders from users or clients.
- Role-Based Access: Granular permissions by role, user, or group. Admins can view/edit all, while others see only relevant fields.
- Lock & Read-Only Fields: Fields can be made read-only or locked while remaining accessible via API.
- Conditional Visibility: Show/hide fields based on pipeline, stage, contact type, or other automation-driven conditions.
- Archive Old Fields: Move outdated fields into hidden folders to declutter UI while retaining data.
- Smart List & Column Control: Hide fields from Smart Lists and opportunity/contact views while allowing export or workflow usage.
This enhancement would streamline CRM usage for agencies, support multi-role teams, and prevent accidental edits of critical data — addressing a long-standing, widely requested improvement.
A
Allen Markel
I want the option to display or hide at the folder level. also would be nice to display or hide at the custom field as well. blank or not.
R
Ricardo Goncalves
voting for this
C
Colin Hammons
The side bar is far too cluttered with a well built/automated account! I want to "hide" the folders associated with things like Forms/Surveys that have nothing to do with the "Contact" and store them elsewhere! Also lock them so people without permission can't edit/delete them from this contacts sidebar.
Photo Viewer
View photos in a modal
C
Chi Brown
Indeed. Just closing them isn't enough. They clutter up a contact's sidebar when you have a few of them that really only work in the background many time.