跳至內容
選單
此問題已被標幟
1 回覆
2498 瀏覽次數

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

頭像
捨棄
最佳答案

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:


頭像
捨棄
相關帖文 回覆 瀏覽次數 活動
1
2月 22
3902
0
10月 21
1809
1
3月 23
2217
1
7月 22
11001
1
8月 21
2857