What I'm trying to achieve,
In Crm under contacts we have a small group of contacts called "VIP's." And a field called "Is a VIP" using a option set with true or false value option.
When this field is set to "TRUE" I would like to lock/star out eg ************ the VIP's telephone number, email, address and telephone number using field level security and only make these field then available to a certain security role. I.e Senior management, Or a team of users...
My issue is when I set these fields to be secure it then makes all our contacts address, telephone number and Email hidden to all users. We have thousands of contacts, so this then breaks our contact entity. Our staff can no longer see the contact details of contacts as they are all now ********'ed out.
I've tried to get this working with workflows, business rules etc but for the life of me cannot fully achieve the above...
Anyone got a clever way to achieve this goal ?
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Field Level security based on Roles, teams or users.
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