Masking Email and Phone Number in SAGE CRM

By | September 10, 2018

Threats in context of computer security is one of the major concern in today’s world. Not only is an individual using its personal system afraid of it while working on important transactions, but also most of the companies/business which are involved in banking sector and so on. Considering this, one of our client came up with the requirement of masking email and phone number in CRM.

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Masking as the word represents, signifies concealing or covering up the data (details) from view. Thus, as per the client’s requirement we have masked email and phone number on company list using Client Side API in Sage CRM. You just need to add below code in custom content block of “Company grid”.

Go to Administration -> Customization -> Company -> List. From the list, Click on Company grid hyperlink and add the below code in custom content.

<script>
crm.ready(function()
{
MaskingFieldValue();
});
function MaskingFieldValue()
{
var numberIndex=crm.grids().columnIndex(“comp_phonefullnumber”);
var emailIndex=crm.grids().columnIndex(“comp_emailaddress”);
if(crm.grids())
{
crm.grids().rows().exec(function (index, currentCell)
{
var Number=new String(this.getCellText(index,numberIndex)); Number=$.trim(Number);
var Email=new String(this.getCellText(index,emailIndex)); Email=$.trim(Email);
//For Phone Masking
var Masking=””;
if(Number.length>1)
{
for(i=0;i<Number.length;i++)
{
Masking+=Number[i].replace(Number[i],”*”);
}
this.rows(numberIndex).setCellHtml(index,numberIndex,Masking);
}
//For Email Masking
var mEmail=””;
if(Email.length>1)
{
for(i=0;i<Email.length;i++)
{
mEmail+=Email[i].replace(Email[i],”*”);
}
this.rows(emailIndex).setCellHtml(index,emailIndex,mEmail); }
});
}
}
</script>

After adding code in custom content clear the browser cache. On searching the company records, you will see the Email and phone number details been masked as shown in below screenshot.

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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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