Editing the Social Security Number
- Published on Aug 10, 2026
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To edit a customer's Social Security Number from the Edit Customer Info window - Additional Info tab:
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Click the Edit button next to the SSN field. This displays the Edit Social Security window.

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Enter the new number in the New Value field.
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Click Save.
See also:
Protecting Customer Confidential Information
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Knowledge Articles > Desktop Client User Guide > Customer Management > Editing Customer Information > Additional Info Tab