Custom Fields: Hide Personally Identifiable Information | Voters

Custom Fields: Hide Personally Identifiable Information

Ryan Hartigan

Ability to hide PII information when it is added into the CRM. We do not want SIN numbers and SSN numbers to be readable by users once they are added in, as it creates a big fraud and security risk

February 28, 2024

Paul Romero

I agree. We need this ASAP!

Jacob Radcliffe

Merge in: https://ideas.gohighlevel.com/contacts/p/readonly-contact-fields

Jonathan Killam

There are a ton of industries that this applies too. I am honestly blown away that this has not been implemented yet.

Allan McNabb | Image Building Media

This is essential for PII compliance. Here is how Zoho does it: https://www.zoho.com/us/inventory/help/settings/privacy-and-security.html

Her Zo

I suggested this a few months ago. I agree with this one; it's super important. When creating custom fields (which should have an option to protect the data), mask fields as ********* for the users. This should also be done under the form view and the contact detail page. Make sure to require an admin or manager password to reveal the information in those fields and log the event.