From the Navigation toolbar, choose Settings.
Select Custom fields under Customization.
Use custom fields as criteria to create segments and filter out leads for an email campaign. For example, you can focus on leads in a specific city or region if this data is stored in a custom field.
You can protect sensitive and classified user data by encrypting them. Encryption is the process of encoding an information and making it accessible only to authorized people. Encryption converts plain (readable) text into ciphertext (non-readable). Ciphertext can only be read when decrypted by an authorized party.
The encryption method used here is called AES (Advanced Encryption Standard), which uses keys to encrypt and decrypt data.
Only custom field data can be encrypted. For instance, when you need to store confidential information like credit card details or backup phone numbers, you can include those fields in the user layout as a custom field. Data encryption is done when a custom field is created or edited.
. If a custom field associated with a segment or a score-based view is encrypted, then they will cease to function normally. You can resume the functioning of the segment or the score-based view by turning off encryption for the associated custom field.
. If a custom field associated with a workflow, autoresponder, or field-based scoring is encrypted, they will stop working. The only way to reactivate the workflow or the autoresponder is by cloning and initiating them. You cannot clone field-based scoring, so you need to create a new field-based scoring with your desired criteria.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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