Field Locking & Role-Based Field Visibility [Contacts & Opportunities]
J
Jen Anne
We need better control over field-level permissions and visibility to protect data integrity and improve usability across sub-accounts.
Key Needs:
▶ Ability to lock fields (e.g., Opportunity Source) after initial value is set
▶ Option to allow admin-only editing for protected fields
▶ Role-based permissions (view vs. edit by user role)
▶ Ability to hide fields by role, especially for:
⟹ Automation-triggering fields
⟹ Internal-use-only fields
Why This Matters:
Sales reps frequently overwrite or mislabel key fields like lead source, which breaks reporting and makes it difficult to accurately track marketing performance and ROI. Additionally, too many visible fields create confusion and increase the risk of accidental automation errors.
Impact:
▶ More accurate reporting & attribution
▶ Fewer workflow/automation issues
▶ Cleaner UI for sales teams
▶ Better scalability across sub-accounts
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J
Jen Anne
We’re running into this across multiple sub-accounts—especially with Opportunity Source getting overwritten or inconsistently entered by sales reps.
Having field locking + the ability to hide automation/internal fields would be a huge win for:
▶ Data accuracy
▶ Reporting confidence
▶ Preventing broken workflows
Curious if others are dealing with the same issue? Would love to see this prioritized!