Though Trail was created to work seamlessly online, many advisers still enjoy meeting with their clients in person to go through their applications. For this reason, Trail has created a 'client view' of a Profile, to hide some information that you may not want the client to see. The Profile view is set to default when you first join Trail, with all tabs in the heading bar showing.

Setting a Profile to client view can be done by clicking 'Actions' next to the Profile's name, and selecting 'Set to Client View'. Client view hides the Profile grade, status, source and the adviser originator.

To switch back to the default view, simply click 'Actions' again and select 'Set to Default View'.

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