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Hide Sensitive Data on Sales Screen

Hide Sensitive Data on Sales Screen

Aug 26, 2026

Overview

 

This option allows to determine whether a salesperson can or cannot view the accounting information for a given customer in the Order Entry screens.

 

 

What information will be hidden?

Once this option has been checked for a given user, the system will hide for them the Aging, Open Credits, credit limit from the General Customer Information window.

 

 

Instructions

 

  1. Go to Setup > Users > Company Users.

  2.  Use filters to "Search" for the user.

  3.  Go under the Actions column and click on "Edit".

  4.  Select the "Options" tab.

  5.  Enable the option named Hide Sensitive Data on Sales Screens.

  6.  Click on Save.

     

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