Viewing permissions by userSOLVE
Mar 19, 2020 10:07 AM
My user cannot see the same fields as me (Super Admin) when creating / entering a new contact. Missing fields include phone number, lifecycle stage, etc.
Is there a setting or filter somewhere that needs to be changed? Otherwise, he has to create the contact and then go back in to the new record and add missing fields.
Solved! Go to Solution.
Mar 19, 2020 12:41 PM - edited Mar 19, 2020 12:44 PM
Sorry. My right hand doesn't know what my left hand is doing and they frequently get mixed up.
I was talking about the contact properties view on teh LEFT side of the screen when you are viewing a contact record
The right hand side of the screen that shows up when you are creating a contact record can be modified:
Settings (gear icon)
Contacts & Companies (left-side navigation)
Set the properties all users in your account see when creating contacts.