Question
How do I create a mask option?
Answer
The Mask option is used to automatically complete default information onto every CRM record
created within the system. If this parameter is completed, the information entered here is
applied to every CRM record created within the business – regardless of the department that
sets the record up. This information, however, can be amended on a record by record basis.
To create a mask, select the following options from the left hand menu:
CRM > Parameters > Mask Details
Select the “Amend” option to make any changes required to the mask. Once completed, select
the “Save” option to store the changes. The information entered will now appear as a default
on every CRM record created in the future.