We’d like our Fundraising team to be able to log notes, calls, emails, and other activities on specific contacts but have that activity history hidden from other teams who also work with those same contacts (e.g., box office / customer service staff), since fundraising interactions are often sensitive in nature.
Breeze suggested setting up restricted-access properties as a workaround, but this doesn’t really solve the problem: it’s unwieldy to manage and doesn’t map well to how activities (notes, calls, emails) actually work in HubSpot.
What we’d love to see instead is proper team- or role-based visibility on activities/engagements themselves so specific notes, calls, or emails logged on a contact can be restricted to certain teams, without having to restructure data into custom properties just to control access. This would be really valuable for any organization where multiple departments share the same contact records but need to keep certain interaction histories confidential.