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Visibility setting default for new leads and related contacts

visibility contacts leads

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#1 eugeneb

eugeneb

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Posted 21 September 2015 - 01:56 AM

Hi guys,

 

I am trying to make a new lead & contact via lead webform's visibility be private when created by the system.

 

We are trying to keep leads and their contacts private before allocating them to Users. I have set the visibility field settings for both Leads module and Contacts module as default Private to try and achieve this.

 

But still if a lead is generated by a webform and it creates its related contact record, both records are still Public visible and thus all can see. It takes the admin or record owner to manually update visibility to private.

 

Is this a fixable bug?

 

Thanks

 

Eugene



#2 X2Derek

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Posted 21 September 2015 - 10:30 AM

Hi Eugene,

 

I'll see what can be done about getting a fix in for this bug in a near future release. A temporary workaround would be to create an X2Workflow which sets the visibility of new web leads to private.

 

Derek



#3 eugeneb

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Posted 22 September 2015 - 05:33 AM

Good idea to use a flow. Will quickly try and implement.

 

Thanks







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