Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
11
votes
AdminKelly Brennan
(Admin, PandaDoc)
shared this idea
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AdminInna Babii (Admin, PandaDoc) commented
a way to allow members on the account to view only their own personal contacts (with Custom Roles)
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Add a custom permission (or doc toggle) to make contacts private and only available to the user that created that contact in PandaDoc.