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Hide Fields from Clients on Proposals
Hide Fields from Clients on Proposals

Selecting your Client View Settings

Portal Pal avatar
Written by Portal Pal
Updated over a week ago

To hide or show certain fields on a proposal, open the options dropdown menu by selecting the (...) icon in the top-right of the page, then select Client View Settings

In the pop-up window, you can toggle to hide a field or display it.

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