Desktop - How to Mask SSNs in the Client List
You can choose to either mask or unmask Social Security Numbers on the main client list. To mask/unmask the SSNs:
- Go to the Main Menu of the Program
- From the menu, select Configuration
- Proceed to Advanced Configuration
- Then Display Settings
- Mask SSNs in Lists - Set to Yes or No
When you mask the SSNs, the first 5 digits of the SSN will be replaced with X’s i all client lists.
Additional Information: