Hey all,
I'm trying to figure out a way to hide a batch of constituent records from view for everyone but our Development Team. Does anyone know how one might do this?
Thought about doing this by assigning them all to a new Constituent Type and restricting that Type to the Development Security Control Group only, but it doesn't look like this is an option.
Any ideas? Has anyone done this before?
You can't really hide records but you can control group data on them like address, email and alias type.
If it really is a necessary business need, you could put generic data on the general tab, including name. The real name can then be stored as a control grouped alias which is searchable only by anyone in the Development user group.
Be aware that this will potentially lead to duplicate records because other users outside Development won't be able to search for these constituents! If that sounds too dire, perhaps keep the real name on the general tab and control group everything else.
Ah, that's too bad.
We're planning on importing a lot of potential duplicate records and wanted to hide these from view from other departments to prevent ticket sales, etc from being recorded in these temporary records. Perhaps we'll attempt to import all of the addresses into a restricted address type and put "unknown"s on the general page. Woof.