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How to hide email addresses? RRS feed

  • Question

  • I want to have a DynCRM database that contains data about user groups, including people's contacts. Ideally, I want to let people contact other people in the database, but I want to hide the emails so they cannot be exported and used as spam. Is there a simple way to do this?

    - Dmitri Nesteruk, MVP C#, Microsoft Partner

    Friday, March 29, 2013 7:40 PM

Answers

  • Use "Field Security" for the email fields you want. Then, only permitted users could see the email fields. To add a security field simply go to settings > administration > field security profiles. Then add teams or users you want to have permission. Finally add the desired field.

    BTW, before adding the field to the profile you have to check the box of the security field for the desired field from the below path:

    settings > customization > customize the system > entities > contact > fields> desired field.


    If the answer helped you, remember to mark it as answer.

    Friday, March 29, 2013 8:43 PM
    Moderator

All replies

  • Use "Field Security" for the email fields you want. Then, only permitted users could see the email fields. To add a security field simply go to settings > administration > field security profiles. Then add teams or users you want to have permission. Finally add the desired field.

    BTW, before adding the field to the profile you have to check the box of the security field for the desired field from the below path:

    settings > customization > customize the system > entities > contact > fields> desired field.


    If the answer helped you, remember to mark it as answer.

    Friday, March 29, 2013 8:43 PM
    Moderator
  • Hello as above information you can use field security or other wise you can use javascript to hide or readonly the textbox based on the user


    ms crm

    Monday, April 1, 2013 7:08 AM
  • Is it possible to make it so that people can actually enter and see the emails of the contacts they have added, but can only email, but not see emails, of the contacts that other people added?

    - Dmitri Nesteruk, MVP C#, Microsoft Partner

    Monday, April 1, 2013 7:56 AM
  • Using Security Field Profiles, you could only determine what actions could be done (such as create, update and read). But, you could not restrict the field read privilege to the user. Instead, you could restrict the users to see only their own contacts.

    If the answer helped you, remember to mark it as answer.

    Monday, April 1, 2013 8:03 AM
    Moderator
  • Hello Dmitri,

    i have an a idea for this create an a field in your form by using the javascript save the contact name in that field

    if different user open the record make it hide or read only.


    ms crm

    Monday, April 1, 2013 10:06 AM
  • Is it possible to make it so that people can actually enter and see the emails of the contacts they have added, but can only email, but not see emails, of the contacts that other people added?

    - Dmitri Nesteruk, MVP C#, Microsoft Partner

    Hi Dmitri,
    the main problem is that Field Level Security can be applied to custom fields only, this means you can't use on standard email fields from contact, account, leads, etc.

    If they still need to email contacts created by other people you can't neither restrict the users to see only the contacts they created.

    You can create a script (attached to the onload event) to hide the email field if the current user is not the contact owner (or switch to a form without the field) but the email address will still available using advanced find, logging the http traffic or accessing the data with webservices (depends how much you trust your users)

    the javascript will looks like as:

    if (Xrm.Page.context.getUserId() != Xrm.Page.getAttribute("ownerid").getValue()[0].id) {
       Xrm.Page.getControl("emailaddress1").setVisible(false);
    }


    My blog: www.crmanswers.net

    Monday, April 1, 2013 12:31 PM