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How to mask activity Fields?

< 1 min read

Update: 
This is now available by default & more information is available on our help article: https://help.leadsquared.com/how-to-create-a-permission-template/
  1. In order to enable this feature, KAM/PS should raise a request to SRE using CM template.
  2. After the feature is enabled by SRE, follow the below steps:
    1. Navigate to My Profile>Settings>Leads>Custom Activities & Scores.
    2. Alongside the relevant activity field, click Edit.
    3. On the Update Custom Activity Type pop-up, alongside Show As Entity, click on the checkbox. This checkbox must be enabled to mask an Activity Field.
    4. Follow this help guide for more details: https://help.leadsquared.com/how-to-create-a-permission-template/
  3. Once the above steps are completed, you will find a new section for masking Activity field under Permission Templates.


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