Activating this settings allows a CRM administrator to hide sensitive information while exporting the customers verification steps.
This setting will hide the below information:
(General) Name ( FirstName - Lastname or CompanyName)
(General) Email
Verification Questions of Type
Email
Text
Field Mapping = firstName
FieldMapping= lastName
Phone
Address
To activate this settings, navigate to:
Settings > Portal > Portal settings
Customers
Enable / disable Hide personal data when exporting Verification Steps
To view the knowledge base article on how to Export the verification steps click here
Keywords
Verification, Steps, Sensitive , Information , Hide, Exporting , Admin , Settings
Product
ImpactCRM all versions
Attachment
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