Hiding client and staff information helps protect personal data and supports GDPR compliance. You may want to hide contact details such as phone numbers or email addresses to limit visibility, apply consistent defaults, or ensure sensitive information is only accessible to authorised users.
To hide selected client and staff information across the system, follow these steps:
š Notes:
These settings apply to both new and existing records when the default option is selected.
Make sure changes align with your organisationās data protection and access policies.
Click Setup.
Click GDPR.
Choose the details you want to hide.
Select the When saved, current settings as shown are to be the default for new records and all existing records will be updated to this default checkbox.
Click Save changes.