Applying Data Suppression

This article describes how to apply data suppression within the FORTH CRM system. It is organized into the following sections:

• Overview
• How to Access
• How to Use
  • Choosing Fields to Suppress
  • Choosing Who to Suppress
  • Results

Overview

The Data Suppression feature can be used to block information for users that the profile applies. You may use this in conjunction with user roles, so users may only access information required to fulfill their function. 

How to Access

1. Log in to the FORTH CRM and click the Admin tab. 
2. Click Roles from the Navigation Bar, and then select Field Level Permissions in the Navigation Bar.
3. Now, either enter a title to create a new Suppression Profile or select an existing profile to edit.

How to Use

Now you are presented with a page of data points to suppress.

Choosing Fields to Suppress

In the example below, we are suppressing information from two sections. 

First, to suppress tabs found on the Client Dashboard, the Credit Card and Bank Account nested tabs (i.e., subtabs), click the checkboxes next to Credit Card and Bank Account (see image below).

Second, to suppress the Social Security Number (SSN) standard field (which omits the SSN for the users this profile applies to), click the checkbox next to SSN to activate it (see image below).

Suppression Groups 

NOTE: Depending on your role, additional or fewer suppression groups may be available.

• Client Dashboard - Applies to the Client Dashboard Nested Tabs.
• Standard Fields - Omits the selected Standard Fields from being displayed.
• Custom Fields - Omits the selected Custom Fields from being displayed.
• Enrollment Reports - Omits data on Enrollment Reports.
• Transaction Types - Suppresses the selected transaction types from appearing in accounting reports, on the enrollments tab, and on the enrollment details pages.
• Accounting Reports - Omits data on Accounting Reports.
• Assignments - Omits Secondary Assignments from being visible on the contact.
• Client History - Omits the History types selected from appearing on the Client Dashboard History Nested Tab.
• Note Types - Omits the selected Note Types from being displayed in the Client Dashboard.
• Event Types - Omits the selected Event Types from displaying under the Client Dashboard Events Nested Tab.
• Documents - Omits selected sections under the Client Dashboard's Docs Nested Tab.
• Stage/Status Types - The data suppression feature only suppresses the options from the dropdown when selecting a workflow status. It does not suppress the current workflow status from displaying on the client dashboard.

*Individual data points are not covered here due to frequent changes to the Suppression Profiles. For more information regarding these, please submit a public question to the FORTH support team.

Choosing Who to Suppress

Select the Companies, Roles, or Users that the suppression profile will apply.  These are the users for whom data will be suppressed. Each group is mutually exclusive, meaning selections in the different groups will not affect each other. For example, if a company is selected, the profile will apply to all users in that company, regardless of permissions or other selections the suppression profile applies to.  If you select a Company and User Role on the profile, it suppresses data for everyone from the Company and everyone using that Role; it does not mean only users with that role from that particular company applies. In the example displayed to the right, we are applying the suppression profile to users with the roles Lead Vendor and "Processor. Everyone with those roles can not access or view the data we have suppressed.  Click Save to save the profile. If you prefer to delete this profile click Delete Profile.

Results

Once you have saved the profile, suppression will be applied for the affected users the next time they log in. If users are logged in while the changes are being made, you will not yet find the data suppressed; users will need to log out and back in again for the suppression to apply.

IMPORTANT: After you have created a new profile, if you decide to delete it, a "Delete Profile" button is located to the right of the "Save Profile" button just under the "Users" dropdown selection.

To create a new profile from this page, click New Profile available at the top left of the Data Suppression page, above the Profile Title text field.

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