CUSTOM FIELD PERMISSIONS

Sam Vickers
Sam Vickers Member Posts: 1
edited July 2022 in Sales CRM #1

Hi there,  Is there a way to customize permission set for a specific custom field?  

For instance, so as to use the deal screen as a process tool having a field where an administrator can acknowledge receipt from a sales rep of certain paperwork, or for instance 'payment received

I need to be able to have my administrators verify steps of a deal are complete and limit the sales rep from this. 

Am I looking straight past this feature?

Thankyou everyone

 

 

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  • Kreete K
    Kreete K Pipedrive Team Posts: 355 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited March 2022 #2

    Hi Sam! 

    Currently, Pipedrive does not have visibility permission for Custom fields. Every custom field is visible for all users and the data in it if they have visibility over the item. However, this surely is good feedback for us for the future. 

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