Bitrix24 Field Manager

Advanced CRM permissions by user, workgroup, departments and division on all CRM fields

Bitrix24 Field Manager

This solution allows administrators to create advanced CRM permissions by user, workgroup, departments and division on fields within CRM records. Fields can be hidden or shown, assigned read and write permissions or be made mandatory.  

For Bitrix24 Enterprise customers this solution makes it possible to create full separation in the CRM allowing the creation of a separate CRM for each division. 

In addition, rules can be created with special conditions which change the properties of fields based on the values of other fields. Eg. Hide field A if the value of field B is above $X

Watch the demo here – Bitrix24 Field Manager

BITRIX24 FIELD MANAGER

ADVANCED PERMISSIONS

​Configuration rules can make fields hidden or shown, assigned as read and write permission or made mandatory by individual user, workgroup, department or division.

CRM SEPARATION

Bitrix24 Enterprise customers can create full separation in the CRM allowing the creation of multiple CRM modules to be used by different divisions or brands.

CONDITIONAL RULES

Complex rules can be created with special conditions which change the properties of fields based on the values of other fields. Eg. Hide field A if the value of field B is above $X

DAMIAN EDWARDS

COMMERCIAL

MANAGER

SAM CONNAH

SENIOR

SALES ENGINEER

ANDY NAYLOR

HEAD OF CUSTOMER

SUCCESS

ERIKA JANUSKEVICIUTE

MARKETING

MANAGER