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Categories Admin & Settings
Created by Marc Angelo De Guzman
Created on May 23, 2024

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Ability to limit fields in Account & Contact + Other Objects

To check if check if Customized Object> Step 2 Restrict Access Actually works. We tested editing this setup for a BT field in QA and It's not saving at all.

To check if there is an option to select multiple Roles across all business lines for the same Settings? (Customized Object> Step 2 Restrict Access)· What is expected?

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Field "Hide" feature

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Ability to customize the Object view for users by hiding fields.
Coy Privette about 1 year ago in Accounts & Contacts 0
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CRM>Implement Field Locking for Enhanced Data Integrity

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We propose the implementation of field locking for certain critical fields in Accounts, ensuring data integrity and preventing unintentional edits. Additionally, we aim to extend this feature to Contacts, specifically focusing on those originating...
Guest about 1 year ago in Accounts & Contacts 0