Change Site Preferences: Contact Record Options

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, documents and notes. Your options here are:

  • Hide/Show Client SSN/TaxID - this option controls whether or not all digits of the contact's SSN or TaxID# display by default.  When set to "Hide" (which is the default setting), 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 Document View - this determines whether your default view on the Documents tab for a client is CRM Document Storage or Redtail Imaging documents.
  • Default Note Category - this determines the default Category for a Note during the Note creation process (you can, of course, select another Category).
  • Client Notes View determines which of the six Types of Notes are displayed by default when visiting a client's Notes page. In the example above, you can see that "Only notes with a type of Note will be visible" for this database by default. In order to change that setting, click the "change" link and you'll see the below:
    You can choose any combination of these Types of Notes to display within your contact's Notes area by default.
After making any changes to these options, click Save Preferences in the upper right corner of the Contact Record Options widget and your preferences will be saved.
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