Hide Features

You have the option of hiding some of the features of our existing system. This will help customize your version of our system. Below is a list of the features you can hide.

To hide a feature, just email our support team and we will make the change for you.

Important Note

We will not hide the hidden features in our pre-recorded help videos. If you are using our help videos, it will be confusing to your users if things are on the screen in the video, but not in the system. We do not recommend hiding features if you use our videos.

Calendar

Group Actions (used to be ClientTouch)

Deals

Letters

Reports

Team

Text and Voice (used to be VoiceTouch)

Workflows (used to be Action Sets)

If there is something you want to hide that is not on this list, please talk to support.