{"id":20242,"date":"2018-09-11T07:19:35","date_gmt":"2018-09-11T07:19:35","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20242"},"modified":"2019-07-11T04:46:39","modified_gmt":"2019-07-11T04:46:39","slug":"masking-email-and-phone-number-in-sage-crm-part2","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/masking-email-and-phone-number-in-sage-crm-part2\/","title":{"rendered":"Masking Email and Phone Number in SAGE CRM- Part2"},"content":{"rendered":"

Customizations in Sage CRM<\/a> 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<\/a> using Client side API. You can refer below link for the same.<\/p>\n

New Stuff: <\/strong><\/em>Error exporting reports to excel in CRM part-6<\/a><\/p>\n

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.<\/p>\n

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.<\/p>\n

1.<\/strong> Create a checkbox field in users entity i.e. Email and Phone Masking: (user_emailphonemasking)
\n2.<\/strong> Add the same field on user summary screen i.e. on UserAdminExtraBox screen<\/p>\n

\"\"<\/p>\n

3.<\/strong> Admin user can apply the phone and email masking for respective users by checking this checkbox.
\n4.<\/strong> Now Go to Administration -> Customization -> Company -> List<\/strong>. From the list,Click on Company grid hyperlink and add the below code in custom content.<\/p>\n

<script><\/em>
\ncrm.ready(function()<\/em>
\n{<\/em>
\nMaskingFieldValue();<\/em>
\n});<\/em>
\nfunction MaskingFieldValue()<\/em>
\n{<\/em>
\nvar PhoneEmailMasking = new String(CurrentUser.user_emailphonemasking);<\/em><\/p>\n

if(PhoneEmailMasking==”Y”)<\/em>
\n{<\/em>
\nvar numberIndex=crm.grids().columnIndex(“comp_phonefullnumber”);<\/em>
\nvar emailIndex=crm.grids().columnIndex(“comp_emailaddress”);<\/em>
\nif(crm.grids())<\/em>
\n{<\/em>
\ncrm.grids().rows().exec(function (index, currentCell) <\/em>
\n{<\/em>
\nvar Number=new String(this.getCellText(index,numberIndex)); Number=$.trim(Number);<\/em>
\nvar Email=new String(this.getCellText(index,emailIndex)); Email=$.trim(Email);<\/em>
\n\/\/For Phone Masking<\/em>
\nvar Masking=””;<\/em>
\nif(Number.length>1)<\/em>
\n{<\/em>
\nfor(i=0;i<Number.length;i++)<\/em>
\n{<\/em>
\nMasking+=Number[i].replace(Number[i],”*”);<\/em>
\n}<\/em>
\nthis.rows(numberIndex).setCellHtml(index,numberIndex,Masking);<\/em>
\n}<\/em>
\n\/\/For Email Masking<\/em>
\nvar mEmail=””;<\/em>
\nif(Email.length>1)<\/em>
\n{<\/em>
\nfor(i=0;i<Email.length;i++)<\/em>
\n{<\/em>
\nmEmail+=Email[i].replace(Email[i],”*”);<\/em>
\n}<\/em>
\nthis.rows(emailIndex).setCellHtml(index,emailIndex,mEmail); }<\/em>
\n});<\/em>
\n}<\/em>
\n}<\/em>
\n}<\/em>
\n<\/script><\/em><\/p>\n

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.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a> has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>), Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a> and Sage 300<\/a>).We also offer best-in-class Sage ERP<\/a> and Sage CRM<\/a> customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[131,286,332,352,355,356],"tags":[3616,3204,3602,3601,3605,3615],"class_list":["post-20242","post","type-post","status-publish","format-standard","hentry","category-email","category-phone","category-sage-crm","category-script","category-secure","category-security","tag-data-masking","tag-email-and-phone","tag-email-and-phone-data-masking","tag-email-and-phone-masking-in-sage-crm","tag-masked-email-and-phone-number-on-company-list-using-client-side-api","tag-masking-email-and-phone-number-in-sage-crm-part2"],"yoast_head":"\nMasking Email and Phone Number in SAGE CRM- Part2 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/09\/11\/masking-email-and-phone-number-in-sage-crm-part2\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Masking Email and Phone Number in SAGE CRM- Part2 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Customizations in Sage CRM using Client side API has always proved to be easy and time saving. 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