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?
How do I set up masking for modules?
What is masking in Vtiger 360 app?
What is the limitation of the masking feature in Vtiger CRM?
Table of Contents
Following are the limitations of the Masking feature:
- If any email field is masked, it will not display the Masking feature in the following:
- Compose an email
- Inbox email
- Cases.
- Following actions are restricted to avoid leaking masked email addresses.
- Reply
- Reply All
- Forward
- Masking is enabled for only the following field types:
- Phone
- Text
- The Details tab from the Cases module allows you to see the email address in each email thread but does not allow you to see the email address in the CC field.
- Email validation will not be performed when masking is enabled.
- External applications that will not follow the masked settings are:
- Customer Portal
- Partner Portal
- You must restrict searching for masked fields in the following areas:
- List view
- Related List view
- Global Search
- Global Advanced search
- Compose email window in Inbox and other places.
- Invitees in Events records
- Numbers from phone calls are masked and then decoded for the customer.
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