Restricting contact fields from web data lookups

You can restrict specific contact field values from being used in web data lookups. This allows you to prevent the use of personally identifiable information (PII) in web data lookups.

To restrict contact fields from web data lookups:

  1. Click Settings An image of the Settings menu icon, which is represented by a black cog..
  2. Click Fields & Views in the Database Setup area.
  3. Expand the Contact Fields list on the Fields tab.
  4. Click the contact field in the list.
  5. Under Contact Field Options, click the Restrict access to this field from Web Data Lookups check box. An image of the option to restrict access
  6. Click Save.

Related

Creating contact fields

Editing contact fields

Viewing contact field population details

Data privacy

HIPAA