You can modify your Site Preferences under the Manage Your Account menu:
After clicking Change Site Preferences, the Preferences which you can manage are divided into several categories, which you can jump right to using the Preferences widget on the top right-hand side of the page:
Here we'll take a quick look at Client Record Options:
Your Client Record Options allow you to set several of your preferences in regards to client activities and notes. Your options here are:
- Hide Client SSN/TaxID - this option controls whether or not all digits of the contact's SSN or TaxID# display by default. When set to "True", only the last four digits are displayed by default. Note: either setting can be temporarily changed when actually within a contact record with one click.
- Default Client Calendar View - this option currently does not control Activity display within your contact records. All open activities are displayed, with the ability to scroll through pages should that be necessary.
- Client Notes Per Page - this option currently does not control Notes display within your contact records. All Notes are displayed, with the ability to scroll through pages should that be necessary.
- Default Client Notes View determines which of the four Types of Notes are displayed by default when visiting a client's Notes page. You can choose any combination of Notes, Activities, Emails Sent and Workflows.