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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!

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Laurel Shulman shared this idea  ·   ·  Report…  ·  Admin →
Archived  ·  AdminSkye Weber (Admin, Foundant Technologies) responded  · 

Hello,

Thanks for your time in the idea lab. This message is to let you know we are going to archive this idea based on the level of engagement in comparison to other idea lab items. The reason we do this is to keep the Idea Lab clean and up to date based on feedback from clients like yourself. Keep in mind this idea may exist somewhere else in the Idea Lab, a quick search may give you a similar idea with higher engagement. Also, feel free to recreate this idea if you would like to, and keep in mind specific wording can help people find and vote for your idea.

If you have any questions, issues or concerns please let us know!

Thank you

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  • Meredith Nassif commented  ·   ·  Report

    We really need the ability to specify access to custom fields to have our internal systems run much more efficiently.

  • Marsha Lewis commented  ·   ·  Report

    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.

  • Jill Wright commented  ·   ·  Report

    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,