Protect property-owner and tenant contact details
Avoid exposing private owner/tenant fields in public descriptions or files.
Before you start
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing.
Follow these steps
- Identify the account, record type and evidence affected by this task.
- Avoid exposing private owner/tenant fields in public descriptions or files.
- Listing privacy does not sanitise arbitrary text/attachments.
- Use the supported workflow and verify its saved audit or access result.
Fields, rules and limits
- Listing privacy does not sanitise arbitrary text/attachments.
Check it worked
The relevant access, retention or evidence control has a verified result.
If something does not look right
If the expected result is missing, check the saved record, the current workspace and the action’s permissions. Record the exact validation message; do not repeat a state-changing action until you know whether the first attempt saved.
Questions and answers
What should I verify for this task?
Listing privacy does not sanitise arbitrary text/attachments.
Why is the record or action unavailable?
Use the account and administrative authority appropriate to the data. Retention and legal holds are separate from routine record editing. Check the current company and record relationship before requesting additional access.