What is Masking?
CRM systems typically store voluminous customer data, including personal details, contact information, purchase history, and sometimes financial information. This data is valuable and needs to be safeguarded to maintain customer privacy and comply with data protection regulations.
In the context of CRM software, masking refers to the process of hiding or obfuscating sensitive customer data to protect it from unauthorized access. Masking ensures that only authorized individuals can view or access certain information in the CRM.