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Answered Product Enhancements

Show SSN on 360 View

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Taylor Jenkinson
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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?

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    Ankesh Gupta

    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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