How to make adjustments in Advanced Settings:
- Go to Settings > Advanced Settings
- Find Advanced Configuration
- Expand Recipient Viewer Configuration
- Here you will have the option to adjust your recipient viewer options by default set and hide as well as, for your templates or ClientPoints.
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- Default set is the opposite of what the feature is. For example, comments and prompt for email is enabled by default, so if you default set those features, it will disable these features.
- Hide means to hide this feature from the ClientPoint info page, so your users do not have to adjust each ClientPoint
- If you enable both, it will default the feature to what you have chosen and hide it from the ClientPoint info page.
Have any questions? Please email support@clientpoint.net.