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", 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.