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thack
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Member since ‎Apr 19, 2020
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thack on April 19, 2020
Restricting contacts to only be viewed by certain team members
Wondering if I can import contacts and have them be viewable by only myself, or select team members. Use case: Invetsor update emails - Would like to upload a contact list of our shareholders and have these viewable only by management. - read more
Reply Discussion Contacts
2 upvotes
4 Replies
thack
Member
April 22, 2020
Totally less than ideal, but just the hack I was looking for! Thanks Mike
Solved
thack on April 19, 2020
Restricting contacts to only be viewed by certain team members
Wondering if I can import contacts and have them be viewable by only myself, or select team members. Use case: Invetsor update emails - Would like to upload a contact list of our shareholders and have these viewable only by management. - read more
Reply Discussion Contacts
2 upvotes
4 Replies
thack
Member
April 22, 2020
Totally less than ideal, but just the hack I was looking for! Thanks Mike
Solved
thack on April 19, 2020
Restricting contacts to only be viewed by certain team members
Wondering if I can import contacts and have them be viewable by only myself, or select team members. Use case: Invetsor update emails - Would like to upload a contact list of our shareholders and have these viewable only by management. - read more
Reply Discussion Contacts
2 upvotes
4 Replies
thack
Member
April 22, 2020
Totally less than ideal, but just the hack I was looking for! Thanks Mike
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