Resolution

The mark a Customer record as Confidential:

Set which Roles can view Confidential Customer information:

Navigate to: System Administration > Security > Roles
Search for the Role you want to maintain, click Accept.
Click the Accounts Receivable folder.
Click Update.
Select either Full, Name Only, or None in the View Confidential Customer Information field.
1. Note - if looking to mask Customer information in CSS, Resident Access, or Utility Access, you must set this to None for the wsuser Role.

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