Masked phone numbers and personal details

Who sees the full number

A client’s phone number is shown in full to the people who are accountable for the client, and masked to everyone else as ••••••0101, the last four digits only. You see the full number when you are:

• an admin;
• the person who added the client and still handles them;
• the enquiry’s manager; or
• anyone the handler reports to, up the reporting line or as manager of their team.

What changes when a number is masked

• The number appears masked on every screen, in exports and in messages. Masked fields cannot be edited.
• On the web, the Call, WhatsApp and SMS links disappear. The list shows a phone icon with Call or message from the BMexa app; the client page says Call from the app.
• In the BMexa app (and the phone browser) Call, WhatsApp and SMS still work: the app places the call or opens the chat for you without showing the number. Every such tap is recorded in the audit log, with who, which client, which channel and whether the number was hidden.
• A client who gave only the last digits is a different case: nobody has the full number yet, and the client page offers Add full number.

Switching masking on for a person

An admin can also mask everything for one person, whatever their position: under Company settings › Features, click Edit access on the user, open Clients and switch off See client phone numbers and personal details in full. From then on that person sees phone, email, PAN, Aadhaar, date of birth and address masked on every screen, export and message. Managers included.