Suppress Contact Name on Reports

Overview

The Suppress Contact Name feature allows users to hide contact names from appearing on reports. This option is designed to support privacy-conscious workflows and simplify report formatting for teams that share data externally or internally without needing to disclose individual contact details.

Whether you're preparing reports for clients, agencies, or internal stakeholders, this feature helps ensure that sensitive contact information is only shown when necessary.

Why Use This Feature?

Suppressing contact names can be beneficial in the following scenarios:

External Sharing: When reports are sent to third parties and contact anonymity is preferred.
Internal Reviews: For executive summaries or QA processes where personal identifiers are not required.
Compliance: Supports data protection policies by minimizing exposure of personal information.

Where to Enable or Disable the Checkbox

Users can control the visibility of contact names in reports by toggling the Suppress Contact Name checkbox in the following areas:

1. Client Contact Form

Location: Master Files > Clients > Client Contacts
Effect: Determines whether contact names appear on Estimates and Invoices.

2. Supplier Contact Form

Location: Master Files > Suppliers > Supplier Contacts
Effect: Controls visibility of contact names on Purchase Orders, Payment Remittance Advices, and 1099 Reports.

💡 Note: These settings apply across multiple reporting pages. Users will notice the change wherever contact names are typically displayed.

Additional Information

This feature is available to all users with access to contact configuration settings.