Forms: control what prepopulated data a client sees when we share a form that updates crm
I have an Client Onboarding form that i've created for the client to share certain information about their business with us as part of the onboarding.
This form updates custom fields in their Accounts Module in Zoho CRM.
I'm using the Account Name field to allow them to re-populate any data that they've already submitted through the form.
Unfortunately, this also means that anyone can fish through our client list and potentially see other client's data just by entering two letters in the Company Name field and clicking search.
Is there any way to ensure that only contacts from that Account are able to see the information from that Account?
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