Custom Field permission by record type
It would add so much to our internal workflow if permissions allowed us to specify access to custom fields on each record type. For example, we track succession plans as a custom field on the fund record. Our fund liaisons want to be able to edit those selections if/when a fundholder changes them. However we cannot give them access to edit the custom field on the fund record without them having full access to edit a fund record (which we do not want).
Making it possible to edit only custom fields on record types would decrease the # of internal emails and increase our internal workflow tremendously!
Laurel Shulman
shared this idea
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Meredith Nassif
commented
We really need the ability to specify access to custom fields to have our internal systems run much more efficiently.
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Marsha Lewis
commented
We have both development and scholarship personnel who need to utilize custom fields on the fund record. Totally agree with Jill that our organization could operate so much more efficiently with detailed security options and that the current permission of all or nothing options are too limiting.
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Meredyth
commented
This would be so helpful!
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Zach Ward
commented
+1
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Jennifer Weld
commented
+1
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Sarah Guidi
commented
+1
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Jill Wright
commented
Organizations can operate so much more efficiently with detailed security options. All or nothing options are too limiting. Top tier CRMs should offer great customization with this,