Enabling Mandatory for a field ensures that the card cannot be created without providing data in the mandatory field.
Enabling Visibility for a field allows the field to be displayed while creating a card.
Enabling Encrypt for fields allows data to be encrypted, and stored in the database. The data can only be decrypted by users with valid permissions.
Enabling Mask for fields lets us classify data specific to an individual. For example, Social Security Number or Credit Card details.
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.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.