Visibility settings for Activities - asking for a feature

Is it possible to get separate visibility settings for activities? I have a team managing the CRM function that does not need to see sales and activities. I've been able to restrict access to everything that is not an activity connected to a contact. If activities are connected to deals or leads, they won't see them, but I'd like this team not to have access to activities that they do not own. That seems like a visibility setting. This is a feature request, 😀politely offered.

Thanks.


Sharon Hull

1
1 votes

Submitted · Last Updated

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,489
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    CONSULTANT

    Hi Sharon,

    Activities should always be connected to a deal, contact, and/or org.

    If they are not, they are most probably created because of a 2-way synchronization between your calendar and Pipedrive.