{"id":2551,"date":"2026-10-01T15:19:53","date_gmt":"2026-10-01T15:19:53","guid":{"rendered":"https:\/\/phox.whmcsdes.com\/docs\/?p=2551"},"modified":"2026-10-01T17:30:16","modified_gmt":"2026-10-01T17:30:16","slug":"how-to-use-the-sensitive-data-extension","status":"publish","type":"post","link":"https:\/\/phox.whmcsdes.com\/docs\/how-to-use-the-sensitive-data-extension\/","title":{"rendered":"How to Use the Sensitive Data Extension"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"256\" height=\"256\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/09\/Sensitive-Data-Logo-selection.png\" alt=\"\" class=\"wp-image-2542\" style=\"width:100px;height:auto\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/09\/Sensitive-Data-Logo-selection.png 256w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/09\/Sensitive-Data-Logo-selection-150x150.png 150w\" sizes=\"(max-width: 256px) 100vw, 256px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Client Area<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Open a ticket.<\/strong> In the departments you enabled, the client sees two tabs: <strong>Message<\/strong> and <strong>Sensitive Data<\/strong>. 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. <img decoding=\"async\" width=\"950\" height=\"1015\" class=\"wp-image-2584\" style=\"width: 950px;\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/01-ticket-form.png\" alt=\"\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/01-ticket-form.png 2142w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/01-ticket-form-281x300.png 281w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/01-ticket-form-959x1024.png 959w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/01-ticket-form-768x820.png 768w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/01-ticket-form-1438x1536.png 1438w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/01-ticket-form-1917x2048.png 1917w\" sizes=\"(max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View a ticket.<\/strong> 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.<img decoding=\"async\" width=\"950\" height=\"736\" class=\"wp-image-2582\" style=\"width: 950px;\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/02-review-entries.png\" alt=\"\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/02-review-entries.png 2086w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/02-review-entries-300x232.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/02-review-entries-1024x793.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/02-review-entries-768x595.png 768w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/02-review-entries-1536x1190.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/02-review-entries-2048x1587.png 2048w\" sizes=\"(max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ticket list.<\/strong> A green shield icon shows which tickets have sensitive data. <img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"786\" class=\"wp-image-2589\" style=\"width: 950px;\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists.png\" alt=\"\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists.png 2200w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-300x248.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-1024x847.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-768x635.png 768w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-1536x1271.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-2048x1694.png 2048w\" sizes=\"(max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Close a ticket.<\/strong> If the close mode is set to <em>Ask the customer<\/em>, the client can choose to delete the entry when closing the ticket. <img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"830\" class=\"wp-image-2590\" style=\"width: 950px;\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/03-delete-data.png\" alt=\"\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/03-delete-data.png 1668w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/03-delete-data-300x262.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/03-delete-data-1024x895.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/03-delete-data-768x671.png 768w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/03-delete-data-1536x1343.png 1536w\" sizes=\"(max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Admin Area<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ticket view.<\/strong> A Sensitive Data panel appears on the ticket page. Click <strong>Show<\/strong> to see the entry and <strong>Copy<\/strong> to copy it. Manage admins can also add, edit and remove it.<img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"745\" class=\"wp-image-2593\" style=\"width: 950px;\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/04-admin-ticket-view.png\" alt=\"\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/04-admin-ticket-view.png 2208w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/04-admin-ticket-view-300x235.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/04-admin-ticket-view-1024x803.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/04-admin-ticket-view-768x602.png 768w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/04-admin-ticket-view-1536x1205.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/04-admin-ticket-view-2048x1606.png 2048w\" sizes=\"(max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Ticket list.<\/strong> A shield icon appears next to tickets with sensitive data. Click it to see and copy the entry quickly.<img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"786\" class=\"wp-image-2589\" style=\"width: 950px;\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists.png\" alt=\"\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists.png 2200w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-300x248.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-1024x847.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-768x635.png 768w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-1536x1271.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/06-ticket-client-lists-2048x1694.png 2048w\" sizes=\"(max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Client list and client profile.<\/strong> An indicator shows which clients have saved entries.<img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"727\" class=\"wp-image-2594\" style=\"width: 950px;\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/05-client-profile-scaled.png\" alt=\"\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/05-client-profile-scaled.png 2560w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/05-client-profile-300x230.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/05-client-profile-1024x784.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/05-client-profile-768x588.png 768w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/05-client-profile-1536x1176.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/05-client-profile-2048x1568.png 2048w\" sizes=\"(max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Extension page.<\/strong> Manage admins can open <strong>Addons &gt; Phox WHMCS Templates &gt; Extensions &gt; Sensitive Data<\/strong> to see all clients with entries, edit or delete entries, and check the <strong>Logs<\/strong>. The logs show who viewed, copied, edited or deleted an entry and when.<img loading=\"lazy\" decoding=\"async\" width=\"950\" height=\"462\" class=\"wp-image-2597\" style=\"width: 950px;\" src=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/08-overview.png\" alt=\"\" srcset=\"https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/08-overview.png 2440w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/08-overview-300x146.png 300w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/08-overview-1024x498.png 1024w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/08-overview-768x373.png 768w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/08-overview-1536x747.png 1536w, https:\/\/phox.whmcsdes.com\/docs\/wp-content\/uploads\/2026\/10\/08-overview-2048x995.png 2048w\" sizes=\"(max-width: 950px) 100vw, 950px\" \/><\/li>\n<\/ul>\n\n\n\n<p class=\"is-style-error wp-block-paragraph\">Deleting an entry is permanent and cannot be undone.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Client Area Admin Area Deleting an entry is permanent and cannot be undone.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[128],"tags":[],"class_list":["post-2551","post","type-post","status-publish","format-standard","hentry","category-sensitive-data"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - 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