A nonprofit wants to avoid the visual identification of a subset of clients in case management. How should a consultant configure the view of Contact records?

To avoid the visual identification of a subset of clients in case management, configuring the visibility of the Client Photo Component helps ensure sensitive information is not readily displayed. By setting component visibility specifically for the Client Photo Component, the consultant can determine conditions under which the photo should be hidden based on user roles, record types, or other criteria.

This approach respects the privacy of clients while still allowing for the use of client cards and other components that may be essential for case management functionality. It ensures that the necessary data can still be accessed without compromising the anonymity or confidentiality of specific individuals. Consequently, this method provides a tailored solution that enables compliance with privacy concerns while maintaining operational efficiency within the system.