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helenstrafe
Contributor

Flagging a contact as Confidential

SOLVE

I really need to be able to flag a contact, company or deal as confidential so that all members of staff see this in a very obvious way and approach sensitively. 
I've currently just added a new property (radio button - yes/no) and put it at the top of the About list. It's still not very obvious though. I need to be absolutely sure it is seen every time.
Is there a way of having a banner running across the top of the screen or another way to show this that is super-obvious? It is so critical it musn't be missed by the team. Any suggestions please? 

1 Accepted solution
Solution
Anonymous
Not applicable

Flagging a contact as Confidential

SOLVE

Hey @helenstrafe this would make a great feature request as there is currently no 'flagging' tools on the HubSpot CRM.

 

There is however a tool that might be of help,  you can write and pin notes to the top of contact and company records following these instructions: Can I pin a note to the top of a contact, company, or deal record timeline?

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Narine
Member

Flagging a contact as Confidential

SOLVE

Hey 🙂

I would like to know is there a feature which can help me to flag a contact?

JoseJRuiz
Member

Flagging a contact as Confidential

SOLVE
helenstrafe
Contributor

Flagging a contact as Confidential

SOLVE

Thanks @JoseJRuiz. I've used this feature for some contacts, but to give you a little context, it's not a blanket rule I'm looking for. It's more of an awareness for my Project Managers to be aware when contacting that person instead of blocking the contact from communications.

0 Upvotes
Solution
Anonymous
Not applicable

Flagging a contact as Confidential

SOLVE

Hey @helenstrafe this would make a great feature request as there is currently no 'flagging' tools on the HubSpot CRM.

 

There is however a tool that might be of help,  you can write and pin notes to the top of contact and company records following these instructions: Can I pin a note to the top of a contact, company, or deal record timeline?

helenstrafe
Contributor

Flagging a contact as Confidential

SOLVE

Hi @Anonymous

 

I'm revisiting this old request as I now have the need to stop certain emails being seen by all Hubspot users within my organisation. For example, confidential emails that need recording but should only be seen by management as they contain personal information related to employees. 

There must be other organisations that need the same functionality. Is there a way to restrict the visibility of emails to just the owner of the contact? For example, I see all emails sent and received on the Team Activity view, which we wouldn't want to allow for certain contacts. 

Please can you help? 

helenstrafe
Contributor

Flagging a contact as Confidential

SOLVE

Thanks @Anonymous. The pinning feature is helpful and is a good compromise. 

0 Upvotes