HubSpot Ideas

rahilindorewala

Ability to have conditional create contact, company and deal forms

With any enterprise license we can restrict edit/ view access for properties (this is awesome). But although we can restrict view/ edit access certain teams from accessing certain properties they are still able to see all the properties on the create object (contact, company and deal) forms.

 

It defeats the purpose of restricting access if it is still visible on the create contact, company and deal forms.

 

Also, we need to have the same ability to restrict the view/ edit access with the Business Unit add-on, on the create a contact form (as a business unit option is only available on the contact object level). 

 

We need to have the ability to create conditional object create forms based on the property restriction setting.

2 Replies
mortenstaal
Participant | Platinum Partner

I second this

christinephu
Contributor

This would be really helpful for business units. For example, each business unit has a 'Deal Type' field and right now, we either have to remove the deal type field from the create-forms or add them in all at once like:

Deal type (company 1)

Deal type (company 2)

Deal type (company 4)

 

Neither is a good solution.