You can access and modify your Site Preferences from the menu available underneath your Name in the upper right corner:
After clicking Preferences, the Preferences which you can manage are divided into several categories.
Here we'll take a quick look at Contact Record Options:
Your Client Record Options allow you to set several of your preferences in regards to client privacy 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 "Yes", 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.
- Client Notes Per Page - this option controls how many Notes are displayed by default on a contact's Notes page, without requiring moving between pages of Notes.
- Default Client Notes View determines which of the six Types of Notes are displayed by default when visiting a client's Notes page. You can choose any combination of these.