Answered
Product Enhancements
Show SSN on 360 View
Can the SSN (or Tax Number as it's referred to within Practifi) be displayed in addition to the other primary data (DOB, email, phone numbers) within the Client People section of the 360 View?
Comments
Hi Taylor,
This should be possible with a work order through our Professional Services team. Please reach out to your CSM - Beverly - if you wish to pursue that option.
Thanks,
-Ankesh
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