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Protecting Customer PII: Secured Customer List for Sales representatives.

Secure Encryption for Customer Data Protection
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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 .


Safely store customer PII with our sales reps' template. Protect sensitive information, ensure compliance, and build trust. Effortlessly input and securely manage customer data with predefined fields and robust security measures. Trustworthy data security made easy for sales reps.
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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 1: Configure vault by adding your vault key here.

Step 2: ​Create a Secured Customer Information at below. New lead will be created automatically.
Step 3: Manage the Lead by adding information in the

➕ Create Secured Customer Information

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When creating multiple information for a single lead, please ensure you enter the identical “lead name”.
Lead Name
Tag
Customer Information

Blank
Create


Bulk Actions: 0 selected
Secured Customer Information Table
Search
Name
i
Select
Tags
i
Editors
i
Viewers
i
Customer Information
Action
Amen
3
Phone Number
ServiceRocket Apps
Copy Secret
Manage Secret
Email Address
ServiceRocket Apps
Copy Secret
Manage Secret
Address
ServiceRocket Apps
Copy Secret
Manage Secret
David
1
Email Address
ServiceRocket Apps
Copy Secret
Manage Secret
Charlie
1
Phone Number
ServiceRocket Apps
Copy Secret
Manage Secret
Bob
1
Email Address
ServiceRocket Apps
Copy Secret
Manage Secret

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