Hi All,
I’m wondering if there might be a way to limit visibility of specific files attached to contact records? I’m asking because our team uses Copper in fundraising and we often have to have confidential conversations with our funders and our practice in the past has been to create a memo of our conversations. We prefer to have our team members have access to most emails, but certain things are not fit for all eyes. Or, is there another way you might suggest we manage this?
Thank you!