# Use Privacy mode with a customer

Turn on Privacy mode before you turn your screen toward a customer, so they see their own list and products without costs, notes or other customers' details.

Privacy mode is for the moment you turn the iPad toward a customer on the floor. It hides cost, internal detail, other customers and AI features on every page it covers.

## Steps {#steps}

1. Open the customer's list, or the product you want to show them.
2. In the top bar, select the eye button. It turns into a purple **Privacy on** pill. A product quick view opens over the top bar, so it has its own **Privacy mode** switch.

   ![The top bar with Privacy mode off: the eye button with its Privacy mode tooltip](https://www.neuralpartners.ai/help/engage/use-privacy-mode-with-a-customer/toggle-off@2x.png)

   ![The top bar with Privacy mode on: a purple Privacy on pill with the tooltip Turn off Privacy mode](https://www.neuralpartners.ai/help/engage/use-privacy-mode-with-a-customer/toggle-on@2x.png)

3. Turn the screen toward your customer.
4. When you're done, select **Privacy on** to turn Privacy mode off.

## Good to know {#good-to-know}

### How it behaves {#how-it-behaves}

- Privacy mode is off until someone turns it on.
- It's set per browser and stays on until someone turns it off, including after you move to another page.
- It changes the sidebar, the account switcher and your Core agent on every page, and covers Projects & Lists, product quick views and product records, Customers, Orders, Signals, Contacts and Bookings.

### What's hidden everywhere {#whats-hidden-everywhere}

- Dealer cost and net pricing.
- Internal notes and staff detail.
- Empty or placeholder fields, such as "Not set" or "Unknown".
- AI wording, the **Design Assistant** menu item, and the agent and AI usage buttons in the top bar.
- Delete, remove, invite and add controls.
- Customer emails and phone numbers are hidden, or shown masked with no reveal or copy.
- Your name and email in the sidebar, and the sign-out menu. The account switcher shows the current account only.

### On a customer's list {#on-a-customers-list}

- Only **Items** stays. The **Details**, **Shared with**, **Comments** and **History** tabs are hidden.
- The quantity stepper stays, so the customer can say how many. A room that's already set shows read-only, and **Add room** is hidden.
- **Subtotal**, **Quote tax** and **Total** stay. The quote tax picker is hidden.
- Quick add and **Alternates** stay, so you can keep adding and swapping products together.
- **Other projects** rows stay. **+ Project** is hidden.
- The ⋯ menu with **Delete list** in the side panel is hidden, and **Hidden on website** never shows.

![A list's Items tab with Privacy mode off, showing the Details, Shared with and History tabs, Add room and the Quote tax picker](https://www.neuralpartners.ai/help/engage/use-privacy-mode-with-a-customer/list-before@2x.png)

![The same list with Privacy mode on: only the Items tab, with Quick add, Alternates, the quantity steppers, the totals with quote tax, and Other projects; no Add room and no Quote tax picker](https://www.neuralpartners.ai/help/engage/use-privacy-mode-with-a-customer/list-privacy-on@2x.png)

### Other customers stay out of view {#other-customers-stay-out-of-view}

The Projects & Lists page shows a **Customer view is on** screen instead of the table, so other customers' lists are never visible. From there you can go back to the last list you had open, or select **Turn off Privacy mode**. Customers, Orders, Signals and Contacts show the same screen, with a button back to the last customer, order, signal or contact you opened, and their **Export** buttons are gone. Bookings shows the same screen, with "Other guests' bookings are hidden while Privacy mode is on."

### Customers, orders, signals and contacts {#customers-orders-signals-and-contacts}

- **Customer:** Overview, Lists and Orders stay, with the customer's name, your contact and the join date. Email, phone, notes, sign-in detail, Signals, Activity, the salesperson picker and history, and the create, resend and delete actions are hidden.
- **Order:** Items, Customer and Shipping stay, with email, phone and addresses masked and no reveal or copy. Notes, Activity and the status change are hidden.
- **Signal:** only the form type, status, submitted date and consent badge show. The message, form fields, sender details, reply, call and status actions are hidden.
- **Contact:** email and phone show masked, with no reveal or copy. Notes and tags are hidden.

### Product pages {#product-pages}

The **Design assistant**, **Agents / SEO**, **Source & overrides** and **Similar** sections are hidden.

### Your Core agent {#your-core-agent}

Your Core agent is off everywhere while Privacy mode is on. The Help button in the dock opens a plain Help & Support panel with an **Email support** link and no chat box.

### Adding from the catalog {#adding-from-the-catalog}

If you're already adding products to a list from the catalog, the **Adding to** bar keeps showing the same details. You can't start **Work with customer** while Privacy mode is on, so pick the list first. **Switch list** is hidden; **Done** stays.

## Related {#related}

- [Add products to a customer's list](https://www.neuralpartners.ai/help/engage/add-products-to-a-customers-list/)
- [Print a customer's list](https://www.neuralpartners.ai/help/engage/print-a-customers-list/)
- [Reply to a signal](https://www.neuralpartners.ai/help/unify/reply-to-a-signal/)
- [Contacts overview](https://www.neuralpartners.ai/help/engage/contacts-overview/)