How can I hide the Scheduled Client Interaction and the Client History on the Private Client View Website?
By default this information is made available for the Private Client View Website. To turn this off, you will need to click on Tools, select Agent Web Page Setup and then Edit Page Content. From there you will need to make sure that you remove the check next to Show Calendar and Task items on Private Client View at the bottom of this section.
Related Questions
- Adoption in Ohio Click on a question to view the answer Show all Adoption FAQs Hide all Adoption FAQs What is the difference between an agency adoption and a private adoption?
- How can I hide the Scheduled Client Interaction and the Client History on the Private Client View Website?
- Can a PEO obtain the claims history of a prospective client?
