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Multiple Workspaces and Custom Fields

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Noah_Wong1
Level 2

Multiple Workspaces and Custom Fields

I manage multiple workspaces for different divisions around the world.

Is there a way to hide or a limit visibility of custom fields to certain workspaces/leads info?

I've created a number of custom fields for one workspace that are completely irrelevant to other workspaces. Those custom fields show up in all the workspaces Lead Info section. I would like to declutter some of the lead partitions of the custom fields that are irrelevant.

Thanks!

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Grégoire_Miche2
Level 10

Re: Multiple Workspaces and Custom Fields

Hi Noah,

The data schema is absolutely common to all workspaces.

The "Make field hiding workspace related" would be a nice idea, I would vote for it.

-Greg

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2 REPLIES 2
Grégoire_Miche2
Level 10

Re: Multiple Workspaces and Custom Fields

Hi Noah,

The data schema is absolutely common to all workspaces.

The "Make field hiding workspace related" would be a nice idea, I would vote for it.

-Greg

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omarsanchez
Level 2

Re: Multiple Workspaces and Custom Fields

Hello Grégoire

 

This is interesting, I'm facing a similar issue with a client. Do you mean creating a custom field to flag the workspace/partition each user is in? how would that work to hide fields between partitions?

 

Thanks

 

Omar