What's New in ExtraaEdge !
  • Release Notes
  • Release 1.49
    • 13 July 2020
      • LiveChat
      • Switch IVR to App Calls
      • Application List
      • Web Analytics
  • Release 1.48
    • 30th June 2020
      • Multiple Lead List
      • Prediction Score
  • Release 1.47
    • 5 June 2020
      • Segmentation
      • Fees Module Payment Integration
      • Whatsapp Bot
      • Bug Fixes
  • Release 1.46
    • 27th May 2020
      • Video call feature
      • Restrict Duplicate Emails
  • Release 1.45
    • 6th May 2020
      • Segmentation
      • Fee Collection Module
      • Counsellor Alert Notification
  • Release 1.52
  • 9th Sep 2020
    • All templates visibility based on Counsellors
    • Campaign Enhancements
    • ChatBot Feature Updates
    • Help Document of ExtraaEdge
  • Release 1.55
    • 20th Nov 2020
      • Country Code Dropdown in App Form Widget
      • Other option text field
      • Existing Lead Re-Enquiry on Application Form
      • Validation of Fields in App Form Registration Form
      • Updated Dashboard Button Position
      • TitleCase & UpperCase for all Text Fields in App Form
  • Release 1.56
    • 7th Dec 2020
      • Lead Details & Activities Show/Hide
      • Additional Bulk Upload Fields
      • App Form Step Completion Custom Popup
      • Chat List - Unread Message Counter
  • Release 1.57
    • 11th Dec 2020
      • Multiple Lead Journey For Application Form
      • Counselor Notification- Chat Disabled for Counselor
  • Release 1.58
    • 30th Dec 2020
      • Sequence of all dropdowns in CRM
      • Removing Spaces in Text Values
      • Category Based Leads on Referred From Me Tab
      • Application Form PDF to All Emails
      • Additional Search Fields in Filter
  • RELEASE 1.59
    • 20th Jan 2021
      • Offer Letter Generation in Application Form
      • Multi-Domain integration
  • RELEASE 1.60
    • 13th Feb 2021
      • Session Time Tracker - For Users
      • Lead Verification
      • No Email and No Mobile Lead Filter
      • By Default All Counsellor Filter
      • Counselor Access to Application Form
      • Mapped Fields in Filter
      • Segmentation - Null Action Date
  • RELEASE 1.61
    • 15th March 2021
      • Brand new Lead Card
      • Advanced "Save Filter" Feature
      • Drag & Drop Email Builder
      • Dynamic Filters & Fields Capturing Important Activity Dates Of Application Form
      • Login Feature in App form Widget
  • RELEASE 1.62
    • 17th March 2021
      • Lead to Application Journey
      • FB Remarketing Audiences
      • Auto Save App Form
      • Post Application Process in app form
      • Quick Add PopUp Change
  • RELEASE 1.63
    • 3rd April 2021
      • Internet Speed On UI
      • Chatbot in Application Form
      • App Form Slot Booking
      • No Limit on campaign
  • RELEASE 1.64
    • 4th May 2021
      • Change Course Amount to pay for Lead
      • Duplicate and Draft Email Templates
      • Timestamp in lead chatbot history
      • Pop Up in CRM if connection is broken during LiveChat
      • Redirecting to lead list from drilldown table in the reports
  • RELEASE 1.65
    • 8th May 2021
      • Payment Receipt Generation
  • RELEASE 1.67
    • 6th August 2021
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  1. Release 1.56
  2. 7th Dec 2020

Lead Details & Activities Show/Hide

Previous7th Dec 2020NextAdditional Bulk Upload Fields

Last updated 4 years ago

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Why it matters:

In current implementation, the counselors can view the other counselor lead details and respective activities via global search, With this feature we can restrict visibility of lead details and activities which are referred to or created by another counselor.

How it works:

We can hide the details if anyone searches the lead i.e Masking of lead and disabling the edit option.

Lead Details are masked

We can also Hide the recordings from the Counsellor Follow Up ( Black Bubble ) if the recording belongs to some other counsellor. Admin will be able to see all the activities but the counsellor can see activities Done by him only.

Hide Recording will be as shown in Image below :

The recording that belongs to other user will be blurred to him