FAQs in this section
What is the Access Key in Users/My Preferences?
What is Masking?
What is the importance of Masking in Vtiger CRM?
What is the feature availability of the Masking feature in Vtiger CRM?
What are the benefits of Masking information in Vtiger CRM?
How do I install the Masking add-on in Vtiger CRM?
What can an admin user do using the Masking feature?
How do I enable the masking feature?
How do I set up maskin for roles?
How do I set up masking for profiles?
How do I set up masking for modules?
What is the limitation of the masking feature in Vtiger CRM?
What is masking in Vtiger 360 app?
How do I restrict access to sensitive data in Vtiger CRM?
What are the features and fields that can be masked in Vtiger CRM?
Table of Contents
Following are the features in Vtiger CRM whose field values are masked when value masking is enabled:
- Contacts and Organization Hierarchy
- List View of a module
- One View of a Record
- Webservice APIs
- retrieve
- query
- sync
- update
- create
- revise
- retrieve_related
- query_related
- get_account_hierarchy
- get_record_hierarchy
- Email templates and Print templates (Containing merge tags of masked fields)
- Incoming emails from the Mailroom, Inbox, and Cases
- WhatsApp messages
- SMS Messages
- Phone Calls
- Phone numbers when making outgoing calls and in the pop up for incoming calls
- External applications that support masking are:
- Mobile App
- Employee Portal
- Gmail Add-ons
- Office 365
- Vtiger Enrich
- Vtiger Buzz
- Vtiger for Gmail
- Google Sheet exporting
- Reports
- Charts
- Pivot
- Detail
- Exporting Data
- Schedule Reports
- Email campaign reports
- Data exported from the List View
- History widget on the dashboard
- Record activity history
- Email address when converting a Lead.
- Insights Designer
- Process designer history
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