Sensitive Fields

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

You have the option to enhance client privacy and security on the CRM client portal by hiding sensitive data. This includes information such as client's phone numbers, identification numbers, and trading activities. This helps to safeguard client confidentiality and ensures that only authorized individuals have access to sensitive information.