Set CRM client visibility
crm_set_client_visibilitySets what this business shows its clients on the minisite and in the client portal. Confirm the choices with the owner in the chat, then call this tool. It applies at once. Do not send them to the app to approve it. model is the list. phone_link_field ties a row to that client's verified phone. shared true shows the named rows of a list with no phone link to every client. shared_fields and client_visible_fields are the fields to show. The business chooses those fields, including a phone or a personal field. client_visible_actions are the actions a client may run. client_visible_records are the record ids to show. A field, action, or record you leave out is hidden. client_access true opens the portal and false closes it. A field, record, or action that is not on this list is refused. A phone-linked list is shown only to the client that row belongs to. The result is what clients now see. The audit log records it.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| model | Yes | List name on this account. | |
| shared | No | When true, every client sees the named rows of this list. Refused when this list has a phone link, including a link through another record. | |
| client_access | No | True opens the client portal. False closes it. It applies now. | |
| shared_fields | No | Fields every client may see. Name each one. The business chooses, including a phone or a personal field. On a shared list these are the fields shown. On a related row they are the names shown instead of ids. | |
| phone_link_field | No | Field that stores the client's phone in E.164, so a row belongs to that client. Pass an empty string to clear it. Omit it to keep the current link. | |
| client_visible_fields | No | Field names a client may see. A field you leave out is hidden. | |
| client_visible_actions | No | Action names a client may run. An action you leave out is hidden. | |
| client_visible_records | No | Record ids a client may see. A record you leave out is hidden. |