In CRM, I want contact details to be visible to all members, but at the same time, each member should only see their assigned contacts in their list.
Is there a way to set this up?
In CRM, I want contact details to be visible to all members, but at the same time, each member should only see their assigned contacts in their list.
Is there a way to set this up?
Regarding the first portion of this, you can use the FullData collection as it has a field for phone numbers.
Regarding the second part of the question, I think it would depend on how you set up the fields but using multi-reference fields to link members to other contacts would be the way to get information from one dataset to be “shared” with another dataset.