How to remove Notes from the Retainer Services table of the Contracts App?

Updated on August 7, 2020 04:51AM by Admin

The Contracts App of Apptivo allows you to remove the add note option from the Retainer Services table.

Steps to remove the “Add Note” option

  • In your Apptivo account, navigate to the Contracts App. In the App Header, select the Settings icon.
Contracts App

  • You will be redirected to the Settings page. Here, select Customize App → Master Layout from the left navigation panel.
  • The Master Layout page will come into view.

  • Here, switch to hierarchical view. In the Hierarchical view, scroll down to Add Note toggle present in the Retainer Services section. It is enabled by default.
Hierarchical View

  • To remove this field from the overview page, disable the toggle, and save the changes.
Disabled Toggle

  • Now, the Add Note field will not be visible on the Retainer Services page on the Overview page of contracts.