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

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.

Key Requirements:

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Archive Old Fields: Move outdated fields into hidden folders to declutter UI while retaining data.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.

Scott Heliker

Hide and readonly options for storing external id's used in the API that should not be touched by the user but still accessable through the API read and write..

Rosebell Bicar

Plus, there should also be a more granular control on this. For example, if the form has a field for the fee amount and you do not want users and admins to see that, agency admins should be able to have granular control which of those fields on the form can be displayed for all users to see. This has many essential and privacy benefits for business owners using GHL.

Apex Media Solutions

Yes we need Role-Based Folder/Field Visibility (Permissions) so only users we would like to view certain folders can view them, this will lead to alot less clutter in our crm for opportunities and contacts

Keith Besherse

Chase Buckner this is a granular permissions issue.

Shan Polo

This should be a feature especially with teams like us with multiple Marketing and Sales team. If we could make a specific folder only viewable to specific users. So it would not clutter up and they can just focus on the fields they need to update internally.

Mike Cuypers

When is this coming!????

Lorraine VA

I agree with this as well. It would be ideal if the client only saw the necessary fields on the Contact Page.

Ricardo Goncalves

Voting for this

Ricardo Goncalves

I'm voting for this too

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