Hideable Custom Fields/Custom Field Folders Instead of "Hide Empty Fields"
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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.
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K
Keith Besherse
Chase Buckner this is a granular permissions issue.
S
Shan Polo Santos
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.
M
Mike Cuypers
When is this coming!????
L
Lorraine VA
I agree with this as well. It would be ideal if the client only saw the necessary fields on the Contact Page.
R
Ricardo Goncalves
Voting for this
R
Ricardo Goncalves
I'm voting for this too
C
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.
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Luna Ghannam
This is very much needed!
J
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.
J
JT Broughton
it would be great to not only hide any field or folder, but also lock them
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