Understand QR snapshot secret redaction
Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.
Confirm security-like keys are replaced before snapshot storage.
Where to goAdmin Area → QR Compliance Records → Open record → Snapshot
Before you start
- Use an authorised account and confirm the source CRM record or setting is correct.
- Follow the exact route shown above; do not force database values to imitate a completed action.
What this guide helps you do
Confirm security-like keys are replaced before snapshot storage. These instructions follow the supplied module’s live hooks, controller, model, view and validation flow.
Follow these steps
- Go to the immutable snapshot.
- Verify credential-like values are not displayed.
- Report any unexpected sensitive field through the authorised security process.
Fields and options
Action scopeVerify security-like keys are replaced before snapshot storage.
Module version2.1.0
NavigationAdmin Area → QR Compliance Records → Open record → Snapshot
EvidenceVerify the stored record, status, output, email, event or log produced by the code path.
Rules and limits
- Keys matching password, passwd, secret, token, API/private/encryption/remember/reset/verification key or hash patterns are stored as [REDACTED].
Check it worked
- The requested record, output or setting is created or updated through the supported module flow.
- Any related status, count, email, audit/event, PDF/file or queue evidence agrees with the source action.
- An error message is investigated rather than bypassed.
Security, privacy and operational checks
- Apply least privilege and verify the correct customer, lead, sales document or recipient before processing.
- Protect public tokens, recipient data, IP/browser evidence, templates and exported files according to organisational policy.
- Test configuration changes with controlled records before production-wide use.
- Retain or delete evidence only under an authorised retention process.
Related guides
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