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How to Use the Sensitive Data Extension

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Sensitive Data Logo selection

Client Area

  • Open a ticket. In the departments you enabled, the client sees two tabs: Message and Sensitive Data. The client writes the private details in the Sensitive Data tab. It has a simple text editor with a preview, up to 10 KB. The entry is saved when the ticket is submitted.
  • View a ticket. The client can see their saved entry, edit it, or add one if the ticket has none. If you allow it, they can also remove it.
  • Ticket list. A green shield icon shows which tickets have sensitive data.
  • Close a ticket. If the close mode is set to Ask the customer, the client can choose to delete the entry when closing the ticket.

Admin Area

  • Ticket view. A Sensitive Data panel appears on the ticket page. Click Show to see the entry and Copy to copy it. Manage admins can also add, edit and remove it.
  • Ticket list. A shield icon appears next to tickets with sensitive data. Click it to see and copy the entry quickly.
  • Client list and client profile. An indicator shows which clients have saved entries.
  • Extension page. Manage admins can open Addons > Phox WHMCS Templates > Extensions > Sensitive Data to see all clients with entries, edit or delete entries, and check the Logs. The logs show who viewed, copied, edited or deleted an entry and when.
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