How to enable or disable the SSN field

DecisionVault lets your firm collect a client’s Social Security Number (SSN) as part of their intake.

This information is stored as a contact detail field, and you can choose whether or not to include it in your questionnaires.

To enable it in a questionnaire go to Settings → Customization → Open your questionnaire.

• In the Setup tab, scroll down to Prompt for SSN for contacts on the Questionnaire

  Select one of the options:

• Ask for SSN - shows the SSN field on the questionnaire (still optional)

• Don’t ask for SSN - hides the field from clients

  
  

Flagging SSN as important

When SSN is collected it's still optional for the client, but if you flag it as important and the client leaves it blank, the intake menu shows a red count encouraging them to complete it. It never blocks the client from moving on.