New Feature Idea: “Advanced Personalization & Action Control”
O
Onur Erdem Erdur
- Field-Level Personalization (Data Masking)
Let admins control exactly what users see in a contact:
Hide specific fields (email, phone, tags)
Or show masked values like:
+1 1234
- Action-Level Permissions (Granular Controls)
Instead of just “delete ON/OFF”, allow:
❌ Disable Delete Contact
❌ Disable Bulk Delete
❌ Disable Export
❌ Disable Edit Sensitive Fields
✅ Allow only: view / note / pipeline update
- Smart UI Personalization (Per Role)
UI adapts based on role:
Remove “Delete” button completely (not just disabled)
Hide workflow actions that users are not allowed to use
Simplify interface for agents vs admins
- Audit + Safety Layer
Log every attempted restricted action
Optional “approval required” for deletion or export
Admin override restore option
- Conditional Visibility Rules
Example:
Show email only if deal stage = “Qualified”
Hide phone unless user is assigned to contact
💡 Why this is powerful
This turns GHL from basic role permissions into a true enterprise CRM control system, where:
Data leakage is reduced
Teams only see what they need
Mistakes (like deleting contacts) are prevented structurally
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