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. 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited March 4 #2

    Hi @Suzanne Van de Ven 

    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.

  • Suzanne Van de Ven
    Suzanne Van de Ven Posts: 35
    edited January 2021 #3

    Hi @Suzanne Van de Ven 

    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! 

  • Ian Downie
    Ian Downie Posts: 2
    First Anniversary Photogenic
    edited March 2021 #4

    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.

  • Iqbal Shariff
    Iqbal Shariff Posts: 2
    edited March 4 #5

    Hi @Suzanne Van de Ven 

    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. 

  • Bobby_37242
    Bobby_37242 Posts: 25
    First Anniversary
    edited February 19 #6

    Hi @Suzanne Van de Ven 

    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?