Hideable Custom Fields/Custom Field Folders Instead of "Hide Empty Fields" | Voters

Hideable Custom Fields/Custom Field Folders Instead of "Hide Empty Fields"

Brandon Heim

I love the hide empty fields option. But it would be way better for agencies to be able to hide custom fields and custom field folders from the contact screen AND the opportunity screen.
I'm thinking of people who use custom values for automation and don't want clients to mess with or see them, information that doesn't matter and is simply meant to be "Easy yeses" on forms, those with multiple pipelines that require different information on the opportunity card in each pipeline, and those who have a ton of folders that are cluttering up the contacts screen.
This would also be helpful in archiving old custom fields and cleaning up the contact screen by putting them into a folder and then hiding the folder so we don't see it in the contact screen.

September 28, 2023

Ricardo Goncalves

Voting for this

Ricardo Goncalves

I'm voting for this too

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.

Luna Ghannam

This is very much needed!

Joshua Zhang

wow.. its that long already?
🗂️ Role-Based Contact Field Visibility (Permissions)
👤 Sales reps should see and edit only essential contact fields (e.g., name, phone, email, deal details), but not sensitive fields like 💰 commission, 🏷️ costs, 🔄 automation fields, 🎁 loyalty points, or 💳 credits systems.
👑 Managers/admins have access to all contact fields, including sensitive data and incentive systems, for complete oversight and management.
🔒 Field/folder visibility can be set by user role, keeping UIs uncluttered in CONTACTS module and reducing risk of mistakes (similar to workflow permissions).
🤝 Agencies offering 3rd party access can hide internal or technical fields (automation, credits, loyalty) from clients, while still allowing select access for partners or automation updates.

JT Broughton

it would be great to not only hide any field or folder, but also lock them

Ben Mitrovich

This is an absolute no-brainer and something that’s seriously overdue. We also can’t have sales touching custom fields that are essential for tracking, commission, and other internal processes. There are so many reasons to make certain custom fields hidden or visible only to specific users. A very simple permission setting for field folders or something would be a simple fix.

Marty Mcclintock

Conditions and logis i believe was thr go to thing but now the habe nixed it in y havikt tonadd e ery question to the pipe lines, opportunities and customs vales area's.

i believe this was due to way ti may other softwares being the same and inahd rad online GHL was being sued by Click Funnels for beikg identical so i believe the t were told to change it codeing some how amd is what makes it different from every other softwares. bu they tike i master soelthimg thry always intend to change it makkg it difficult to get things done and instructions from support and its support links arent alway clear or done have the same information available withing automations

Jordan Jones

GHL it's been 2 years add it.

John Betterr

Very much need something like this. A common use-case for those that use Monday dot com

I think the same thinking is behind this idea --- https://ideas.gohighlevel.com/crm/p/tag-permission-create-use-read-only

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