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Restricting visibility of Personal Data

edited Dec 23, 2025 7:52PM in Ask A Guru 3 comments

We currently have users with the Employee Record permissions who are using a custom form that has been configured not to display any personal data fields. While this setup hides details such as Date of Birth, Gender, and Address on the form itself, these fields are still visible elsewhere:

  • System Notes – Address appears in the System Notes, but DOB and Gender do not.
  • Saved Searches – DOB, Gender, and Address appear.

We are trying to ensure that personal data is restricted consistently across all areas, not just on the custom form. Can you confirm whether there is a way to block or mask these fields in Saved Searches and System Notes?

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