Customizations in Sage CRM using Client side API has always proved to be easy and time saving. Hide and show of fields on the screen, Adding or removal of buttons etc. are some of the examples of screen customizations using Client side API. Recently, we had explained you about masking Email and Phone number in Sage CRM using Client side API. You can refer below link for the same.
Following the steps given in above link, will mask Email and Phone numbers for all the users in CRM. But what if you need to keep the Email and Phone details visible for specific users, for e.g. the Management users of your company should have access to all the details available in CRM.
Below is the solution for the same. By referring below steps you would be able to applying email and phone details masking for specific users as well.
1. Create a checkbox field in users entity i.e. Email and Phone Masking: (user_emailphonemasking)
2. Add the same field on user summary screen i.e. on UserAdminExtraBox screen
3. Admin user can apply the phone and email masking for respective users by checking this checkbox.
4. Now Go to Administration -> Customization -> Company -> List. From the list,Click on Company grid hyperlink and add the below code in custom content.
var PhoneEmailMasking = new String(CurrentUser.user_emailphonemasking);
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
//For Email Masking
After adding code in Custom Content just clear the browser cache. You will see that Users for whom the checkbox is checked will not be able to see phone and email details, whereas those with checkbox unchecked will be able to able to view the details in CRM.
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For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.