How to Mask SSNs in the Client List
Desktop · Written guide Content date 1 min read
Social Security Numbers can be either masked or not masked in the main client list. To mask or unmask SSNs, from the Quick Menu select:
- Configuration
- Advanced Configuration
- Display Settings
- Mask SSNs in Lists - Set to Yes or No.
Masking SSNs will replace the first 5 digits of the SSN with Xs in all client lists.
Additional Information: