Access Levels: Restrict User On Contact Field Viewability (Phone number and Email) | Voters

Access Levels: Restrict User On Contact Field Viewability (Phone number and Email)

complete

Bernardo Gonzalez

For sensitive use cases a company may want to restrict the agents ability to see phone numbers and emails so the agent cannot message the Contact directly outside of the business channels.

October 26, 2020

Yihui Chan

marked this post as

complete

Enhanced Privacy Feature for Enterprise Users:

Exciting news - This new setting allows restricting agents from accessing sensitive contact details, enhancing privacy and security for Enterprise customers.

Yihui Chan

marked this post as

in progress

Siham M

Absolutely agree, we need it asap please

Marwan Majeed

agree we need this asap

Admin CRM

Respondio (WhatsApp) is currently a tool that allows the leakage of information, I do not have an option to take measures to help prevent this, that is why I require the help of my provider to solve this critical issue, as it is evident that they are not very efficient in this matter and lack of timeliness in the response to critical cases.

Admin CRM

Provisionally you can at least allow the number to be masked, while you release the solution for the requirement. Is this possible?

Admin CRM

Hello

If the contact is reaching out using WhatsApp, then the number would be visible under contact fields. I require that it not be visible in the contact fields.

Admin Admin

Also, apart from sensitivity issue. There is also a human error in stake. Agent might accidentally deleted the contact details as the field doenst really need a save button. Once deleted (such as phone numbers) this would cause a major issue

Yihui Chan

marked this post as

planned

CBD Movers Australia

yes , we want this feature to hide our customer details from agent asap. plz launch this feature asap.

→