FAQs in this section
How can I access settings in Vtiger CRM?
How can I change my CRM settings?
What are Autofill Values from the Email Body in mailroom rules?
How do I verify the email addresses of users?
Why should I verify email addresses?
Can I change the username of a user?
How do I change my password?
Can I change the password of other users?
Where can I find the Access Key for Web Services?
How do I change the access key for web services?
Can I log in as another user?
I need to set up something in the CRM for a colleague. Can I log in to their account?
Can I delete a user?
What are the essential steps for activating the Pilot edition?
Why should I identify a team for configuration?
Why should I decide the scope of configuration and implementation?
What should I define in my scope?
Why should I design the flow?
How to configure the CRM?
Why should I test the configuration?
What do you mean by Masking?
What is the Masking Add-on in Vtiger CRM?
What are the two levels that Masking supports?
What is module-level masking in Vtiger CRM?
What is role-level masking in Vtiger CRM?
How does role-based masking help in Vtiger CRM?
List the modules and features that support Masking.
How do I mask fields like phone numbers, email addresses, and text fields?
What are the benefits of Masking in Vtiger CRM?
How do I install the Masking Add-on in Vtiger CRM?
How do I mask a phone field in a Contact record?
How do I mask an email field?
How do I mask a text field?
How do I mask for Roles?
What are the limitations of Masking?
Table of Contents
The following are the limitations of Masking:
Specific actions are restricted to avoid leaking masked email addresses if any email field is masked. These actions include Reply, Reply All, and Forward in Compose email, Inbox email, and Cases module.
Specific actions are restricted to avoid leaking masked email addresses if any email field is masked. These actions include Reply, Reply All, and Forward in Compose email, Inbox email, and Cases module.
- Masking is enabled for only the below Field Types:
- Phone
- Text
- The Case detail page displays email threads but hides addresses in the To and CC fields.
- Email validation will not be performed when masking is enabled.
- Please note that masked settings may not apply to specific external applications, including the Customer Portal and the Partner Portal.
- Searching for the masked fields is restricted to the following areas:
- List view
- Related List view
- Global Search
- Global Advanced search
- Compose an email window in the Inbox and other places.
- Invitees in Events records
- Numbers from phone calls are masked and then decoded for the customer.
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