Locking Down Fields for select users
We're wanting to lock down certain fields for our Sales Team to prevent them from entering an organization name that is a duplicate or isn't the exact name we already added to pipedrive. Is this possible? We're told no, but I wanted to ask this group. Since we have all the organizations already loaded, our guidance to our sales team is to link a contact to an Organization. If this is possible for organization, is it possible for other fields? There are a number of fields we'd like to lock down/grey out but still allow them to see what's populated.
Comments
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Unfortunately it's not directly possible. I'll share the feedback with our team. You can use an automation in Pipedrive. It could send an email as notification or revert even to the old value if someone tries to edit the wrong data field.
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Mike van der Valk said:
Unfortunately it's not directly possible. I'll share the feedback with our team. You can use an automation in Pipedrive. It could send an email as notification or revert even to the old value if someone tries to edit the wrong data field.
okay, thanks!
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I want this too - the ability to create READ ONLY custom fields (to protect or lock certain fields) that can only be edited by users with permission to do so. I think most other CRMs I have used have this basic feature.
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Mike van der Valk said:
Unfortunately it's not directly possible. I'll share the feedback with our team. You can use an automation in Pipedrive. It could send an email as notification or revert even to the old value if someone tries to edit the wrong data field.
Hello Mr. Mike:
Are there any updates on this new feature?
Looking forward to your reply.
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Mike van der Valk said:
Unfortunately it's not directly possible. I'll share the feedback with our team. You can use an automation in Pipedrive. It could send an email as notification or revert even to the old value if someone tries to edit the wrong data field.
@Mike van der Valk Any updates on this?
Maybe planned, instead of just an idea?0
