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Protecting Customer PII: Secured Customer List for Sales representatives.
Secure Encryption for Customer Data Protection
Notice: The Security & Encryption for Coda Pack will reach its End of Life on December 15, 2024, and will no longer be available or functional in Coda docs after this date. For details on transitioning your data and further information, please visit our .
To use this template, click Copy doc at the top right. Please ensure that you have setup a Vault template. You can refer to the instructions on . After that, please proceed with the instruction below.
Step 2:
Create a Secured Customer Information at below. New lead will be created automatically.
➕ Create Secured Customer Information
When creating multiple information for a single lead, please ensure you enter the identical “lead name”.
Blank
Create
Bulk Actions: 0 selected
Secured Customer Information Table
Tags
Editors
Viewers
Search
Name
Select
Tags
Editors
Viewers
Customer Information
Action
Amen
3
Phone Number
Copy Secret
Manage Secret
Email Address
Copy Secret
Manage Secret
Address
Copy Secret
Manage Secret
David
1
Email Address
Copy Secret
Manage Secret
Charlie
1
Phone Number
Copy Secret
Manage Secret
Bob
1
Email Address
Copy Secret
Manage Secret
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