I’m trying to enforce privacy and consistency for Emails & Activities (E&A) in our CRM setup.
Goal: Keep payments-related emails/activities visible only to a small group. General users see contacts with E&A, excluding any payments-related activity. Sensitive users can see and manage payment emails/activities in the closed workspace/board.
Setup:
Workspace #1 (General): Contacts and general activities.
Workspace #2 (Sensitive): Payments and related activities, only specific users have access.
Questions:
- Is there a way to lock an E&A filter globally (so users cannot edit/remove it)?
- What’s the recommended pattern to keep payments-related E&A fully private?
What I tried: Creating a custom E&A activity type (“Payment”), but I can’t enforce a global filter that hides it for everyone outside the sensitive group.
Thanks for any clear guidance or best-practice architecture!