Note and hidden fields

The note

The note is free text about the client for the team: what matters, what to remember before the next visit.

Fields a role may not see

A role can be allowed or denied, separately for seeing and for editing: the family name, the note, the category, phone numbers, email and messengers. The name is always visible to anyone who sees the card.

• A field closed for seeing is simply absent from the card.
• A field closed for editing can be seen but not changed; an attempt is refused.
• History lines about closed fields are not shown either.

What the online admin sees

The online admin answers clients in the business's chats by itself. It never sees the card's note and never reads its category: what the team writes about a client does not reach the conversation with that client. With categories it does one thing: it moves its own client from Not sorted into a category of the business.

Tools and refusals

• A field the role closes is missing from the answers of talemo_get_contact and talemo_find_contacts. Never conclude from a missing field that it is empty.
• Sending a closed field to talemo_update_contact is refused with role.field_forbidden: a field closed for editing can be seen but not changed. That is an answer: tell the person which field and that the role has no right to it.
• The note is for the team only. The online admin never sees the note of a card and never reads its category, so what you write in a note does not reach the conversation with that client. With categories it does one thing: it moves its own client from Not sorted into a category of the business.