How to Make certain Fields as Display only on a Record Layout?

How to Make certain Fields as Display only on a Record Layout?

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  • Tarun,

    Since you are on Sugar 7, you should be able to accomplish this via Role Management. Go to Admin > Role Management and create a role.  Once you create a role, click on the module name on the left side to view the fields that belong to that module.  You should be able to set any field listed as Read Only. 

    Once the role is created, you can add users to the role to restrict access.

    Kind Regards,

    Lori Arce

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