FAQs in this section
What are the features and fields that can be masked in Vtiger CRM?
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