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Office Groups V Open database and Contact Qualifications

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Summary

Learn how Office Groups and Contact Qualifications affect contact data visibility in Box+Dice.

When you use Office Groups to separate your office data, the visibility of contact information depends on whether Contact Qualifications are enabled.

In a standard office setup, visibility may also depend on your Access Control Level and staff sharing settings. When Office Groups and Contact Qualifications are introduced, certain areas of a contact record may become restricted to improve data separation and privacy.

If you choose office groups in order to separate your office's data, you need to take into consideration Contact Qualifications: 
ItemsOffice (Dependent on Access Level and sharing)Office Group - Contact Qualification DisabledOffice Group - Contact Qualification Enabled
ContactsVisibleVisibleNot Visible
EmailVisableVisableNot Visible
MobileVisibleVisibleNot Visible
CategoriesVisibleNot VisibleNot Visible
Residential addressVisibleVisibleNot Visible
Owned PropertiesVisibleNot VisibleNot Visible
ActivitiesVisibleNot VisibleNot Visible
RelationshipsVisibleVisibleNot Visible
Matching CriteriaVisibleVisibleNot Visible
TasksVisibleNot VisibleNot Visible
NotesVisibleNot VisibleNot Visible
ListingsVisibleNot VisibleNot Visible
AppraisalsVisibleNot VisibleNot Visible
AccountingVisibleNot VisibleNot Visible
MarketingVisibleNot VisibleNot Visible
IntegrationsVisibleNot VisibleNot Visible
E-AlertsVisibleVisibleVisible
BlastVisibleVisibleVisible
Company informationVisibleVisibleVisible
SMS auto responderVisibleNot VisibleNot Visible

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