Option to show or hide opportunity fields and their values from opportunity owners
R
Ryan Paul
Can we please have the option to choose to hide opportunity fields from certain users (this could be easily done by adding it in the staff > privileges section).
Use case:
You have opportunities assigned to your sales team members. However, as the business owner, you don't want them to see the commission value and Opportunity value, but you want them to see the other fields as they own the opportunity. As as business owner though, you want to keep the commission amount that would be in a custom field called 'commission', private and not viewable by the user/owner of that opportunity. But if your the Admin user, you can see the amount.
Can we please make this happen? It's not a hard feature to implement and would provide a lot of value and limit complete transparency by lower tiered staff who shouldn't be able to view the value of the opps.
It would be easy to add. How? see below:
As you create a custom opportunity field, you can tick a box that says 'viewable by admin users only? Yes or No" and if ticked Yes then even if a normal user owns that opportunity and can view it, they cant view any fields that have the 'yes viewable to admin users only' fields and their data.
🙏 Please please please make this an option!
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R
Rohit Kohli
This would be a helpful addition to help manage business confidential data