Intreface | Field Manager
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Field Manager


Roles by Group Entities / Multiple Rules Options / Unlimited Conditions


This solution allows administrators to create CRM permissions by user, workgroup, department and division within Leads, Deals, Contacts, Companies, Quotes and Invoices. Fields can be hidden or shown, assigned read and write permissions or be made required. In addition, custom conditions can be created. The main advantages over the standard functionality are: 


  • Full CRM separation for each division (Enterprise licenses only)
  • Addition rules such as hide and required
  • Applies across all sections including slider page, list view and kanban
  • Unlimited conditions such as show if over X value, hide if empty and required if a deal value is over X amount
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