How do I secure my custom fields in contacts app?

Updated on August 31, 2017 12:13AM by Admin


If you have created custom fields in Contacts App for your convenience, its natural that you would want to secure the critical data from the prying eyes. This is possible in Apptivo CRM. Unless and until you give the other users of your team the access privilege, the custom fields cannot be accessed or seen.

Lets go through the steps to secure custom fields.

Steps to Secure Custom Fields

  1. Log in and access Contacts App from your universal navigation menu bar. 
  2. Click on “More " icon and select “Settings"  located at the app header bar. 
    Settings 
  3. Click on “Customize App” drop down. Click on "Master Layout" from the left navigation panel. 
    Customize App 
  4. You can view “Inspector” tab. Click on "Security" Field in custom fields section as shown in the image below: 
    Security 
  5. Slide the "Toggle" button to "Green Color" to enable the security.
  6. Give privilege to view and edit access. 
    Add New Privilege 
  7. You can also create new privileges by clicking on “Add New”

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