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Change Site Preferences: Client Record Options

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:

 

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Here we'll take a quick look at Client Record Options:

 

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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.
After making any changes to these options, click Save in the upper right corner of the Client Record Options widget and your preferences will be saved.
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