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Can I customize what gets seen when viewing a Customer or Contact?

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Updated on July 31, 2017 11:23PM by Admin

True, its a fact that the customer/contact data is critical. There are times when you would want to share the data of one of your customers with your team member or another employee. And you are apprehensive about what the third  person sees.

Unfortunately, at the moment, Apptivo Customers app has no option to hide the contents of the customer records partially. You will probably see the entire contents of a customer data.