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As of build 819, text values can be masked for custom fields. To mask text values in custom fields:

  1. Click Administrative Options.
  2. Click Custom Features.
  3. Click Custom Client Fields (or any custom feature for that text control).
  4. Click Add New Control.


Mask – The mask is the character that will replace masked values. In this case, the X will replace the first five digits in a client's social security number.

Mask Length – The mask length determines the number of characters that will be masked. In this case, the maximum size is 9 and the mask length is 5, four non-masked characters will be displayed.

Mask Direction – The mask direction can be set to right or left. In this case, the mask direction is set to the left. The social security number '123451234' will be displayed as 'XXXXX1234'.


When the mask direction is set to the right, 1234 is visible on the left.

In order for the values to be masked, users must have View/Edit Masked Custom Fields revoked.


To grant or revoke this permission:

  1. Click Administrative Options.
  2. Click Provider User Manager.
  3. Expand Users.
  4. Expand the users account.
  5. Click Individual Permissions.
  6. Type Masked Custom Fields in the search field.
  7. Right click the permission to Grant or Revoke that permission.

If that permission is granted, masked values will be visible to that user.

Click here to download these instructions.

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