Show or Hide Legacy Modules
Overview
To create a more streamlined experience, some legacy modules are hidden by default in your account. These modules, which include features like Autoresponders, To-Do Plans, and industry-specific modules (e.g., Real Estate, Mortgage, Financial Services), can be enabled or disabled at any time based on your business needs. This allows you to customize the navigation and only see the tools you actively use.
How to Change Module Visibility
1. Navigate to Customize.
- Hover over your Profile Picture Menu in the top-right corner of the screen and choose Customize.
2. Access Display/Hide Features.
- Click the Display/Hide Features button to open the preference panel.
3. Enable or Disable Modules
- Scroll to the section for legacy modules.
- Check the box next to any module you wish to show in your navigation.
- Uncheck the box to hide it.
4. Save Your Changes
- Click the Save button at the bottom of the page to apply your changes. The navigation menu will update immediately to reflect your selections.
Show or Hide Legacy Modules Questions and Answers
Q: What are Legacy Modules?
A: Legacy modules are features from previous versions of the system, such as Autoresponders, To-Do Plans, and specific modules for industries like real estate or financial services. They are hidden by default to simplify the interface but remain fully functional if you choose to enable them.
Q: If I hide a module, will my data be deleted?
A: No, hiding a module only removes it from your view and navigation. All associated data, such as your created To-Do Plans or Autoresponders, is safely stored and will reappear if you choose to enable the module again.
Q: Can I turn a module back on after hiding it?
A: Yes, you can show or hide these modules as often as you like by following the same steps and checking or unchecking the corresponding boxes.
Q: Why would I want to hide a module?
A: Hiding modules you don't use helps to declutter your navigation menu, making it easier and faster to access the tools that are most important to your daily workflow.