Hide what you do not use, rename things to suit your business, and set what your team can see.
Internoodle does a lot, and you almost certainly do not want all of it. A Bookkeeper has no use for Social Campaigns. A realtor may never touch Financial Plans. Rather than living with menus you never click, you can switch things off — and switch them back on the day you need them.
This guide covers hiding what you do not use, renaming what you call things, and setting what your team can see.
Go to User Settings › Database & Environment › Custom Labels & Views. This is the control panel for what appears on screen.
Every major area — Campaigns, Workflow, Client Tools, Accounting — can be shown or hidden. Turn off the ones you have no plans to use. The menu gets shorter and the system gets easier to move around.
Nothing is deleted. Hiding Campaigns does not remove any Campaign you have built; it simply takes the section out of your way.
You may not need all four of Clients, Prospects, Web Leads and Contacts. Plenty of businesses only ever use Clients. Switch off the ones that do not fit how you work and the lists, reports and menus simplify accordingly.
When you open a Client you get tabs — Main, Tasks, Emails, Employment, Children, Custom, Notes, Invoices, Financial Plan. Most businesses do not need all of them. Turn off what you will never fill in so the record is quicker to read.
Main and Tasks always stay.
Under Custom Labels you can change what records are called. If you have Members rather than Clients, patients rather than Clients, or students rather than Clients — change the label and it changes everywhere: menus, lists, reports, buttons.
You can also relabel Phone, Email, Website and Custom fields so they match the language you use internally.
Pick up to seven shortcuts for the top bar. Choose the places you visit daily rather than the ones that sound important.
If you have added team Members, their access is set separately under Sub User Permissions. You can let someone manage Clients without giving them the books, which is the usual arrangement for an assistant.
Start narrow, widen later. Switch off anything you are not sure about. Discovering a feature when you need it is easier than wading past it every day.
Rename early. If you are going to call them Members, do it before you have trained anyone, so the words in your head match the words on screen.
Do not hide Accounting. Even if you do not intend to do your own books, your Invoices post there and your Accountant will want it.
Revisit after a month. Your first guesses about what you need are rarely right. Ten minutes after four weeks of real use is well spent.
Give team Members the minimum. It is kinder to them and safer for you. Widening access later is a two-second change.
These settings are not cosmetic preferences. Hiding a section changes what appears in menus, on the Dashboard, and in the record tabs. Renaming Clients changes the wording everywhere, including on the reports you print.
It is also what makes one system work for a Bookkeeper and a coach at the same time. The underlying product is identical; the difference is what each of them chose to see.
I turned something off and now cannot find the setting. The Custom Views page itself lives under User Settings and cannot be hidden. Everything can be switched back on from there.
A team Member cannot see something I can. Their permissions are separate from yours. Check Sub User Permissions rather than Custom Views.
I renamed Clients but somewhere still says Client. Most places update immediately. If something looks stale, refresh the page — and tell us if it persists, because that is a bug worth fixing.
Turning a section off lost my data. It has not. Hidden sections keep everything; switch it back on and it is all there.
No. It only affects what appears on screen. Everything you created is untouched.
Yes — Members, patients, students, guests, whatever fits. The label changes everywhere in the system.
Yes. Permissions are per person, so an assistant and a Bookkeeper can have completely different views of the same account.
No. Hiding a section changes navigation, not behaviour. If you want a Campaign stopped, mark it inactive.
Yes. Your Accountant's login has its own permissions, so your simplified menu does not limit what they can work with.
It appears in the menu once enabled. Nothing you have already set up changes.
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