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1 Odgovori
2123 Prikazi

The Tax ID that is shown below the Address on a Contact record, can this be masked except for a small list of Users?

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Best Answer

1. Decide on the Group that is allowed to see the information - in this example I have chosen the group "Access to Private Addresses" and add the Users who are allowed to see the full Tax ID to that group:



2. Create a Custom View that masks the field for everyone.



3. Create a Custom View that unmasks the field for JUST  the  Users  in  the  Group,  adding  the  Group  on  the  "Access  Rights"  tab:

 



When Users not in the Group view the record:



When Users in the Group view the record:


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