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 are the features and fields that can be masked 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?
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?
How do I set up masking for modules?
Table of Contents
Follow these steps to set up masking for specific fields of a module:
- Log in to your CRM account.
- Click the User Menu.
- Click Settings.
- Look for Module Manager.
- Click Module Layouts & Fields. The Module Layouts & Fields window appears.
- Select the required module from the Select Module drop-down.
- Hover over the field you want to mask and click the Edit icon. The edit pop-up appears.
- Enable the Checkbox beside the Masking option.
- Click Save.
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