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This guide has been reviewed against our global client base and classed as relevant to all regions

You may notice that you cannot view a certain record because it is flagged as **Masked**

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Applicants/properties/contacts/diary entries will show as masked due to which negotiator owns the record or which office owns the record.

This page explains why this is happening and the best approach to take.

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Masked

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records

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  • A record is masked due to the way the system security settings are configured for your company

  • This is affected by the Manager/Negotiator or Office that owns that record

  • Although a contact/property may be yours

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  • , you may not have the necessary permissions (set in configuration) to view the selected office/negotiator's data

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2. Editing a masked record

  • On some occasions, while

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  • a record appears masked, you

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  • might still able to click links, view information and possibly make some changes

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  • - however, this is all dependent on how the security settings have been configured

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labelsmasked record cannot view see
cqllabel in ( "property" , "applicant" ) and type = "page" and space = "RW"

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Excerpt
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Explanation of a masked record and reasons for seeing these on your system