Disabling Smart Notes

Overview

Smart Notes is a powerful client documentation system built into Practifi, giving wealth management firms a consistent, structured way to capture client interactions, share institutional knowledge, and collaborate across teams. With support for reusable templates, content blocks, and real-time collaboration, Smart Notes helps your team maintain documentation standards across every client relationship.

The Smart Notes component is enabled by default on several page layouts in Practifi, and its per-page visibility can be adjusted to align with your firm’s workflows. This article provides step-by-step instructions for hiding the Smart Notes component from specific page layouts.

Please note: This article covers how to hide the Smart Notes component from page layouts. To learn how to add the Smart Notes component to custom page layouts, see Enabling Smart Notes.

• Understanding Smart Notes Component Visibility
• Hiding the Smart Notes Component
  • Copy the Config Name
  • Change the Component Settings
  • Update the Config Name

Understanding Smart Notes Component Visibility

The Smart Notes component can be shown or hidden on individual page layouts throughout Practifi. Because Smart Notes is most valuable in client-facing contexts, it is enabled by default on most client and prospect pages, while pages centered on internal or administrative records have it disabled. The table below shows the default visibility status for each page layout where the Smart Notes component is available.

Page Layout Component	Smart Notes Visibility
Advisor Overview Page with Deals	Enabled
Advisor Overview Page without Deals	Enabled
Division Overview Page	Disabled
Employer Overview Page	Enabled
Entity Overview Page	Enabled
Financial Product Overview Page	Disabled
Firm Overview Page with Deals	Enabled
Firm Overview Page without Deals	Enabled
Household Client Overview Page	Enabled
Household Client with Deals Page	Enabled
Household Member Overview Page	Enabled
Household Prospect Overview Page	Enabled
Individual Client Overview Page	Enabled
Individual Member Overview Page	Enabled
Individual Prospect Overview Page	Enabled
Organization Client Overview Page	Enabled
Organization Prospect Overview Page	Enabled
Superannuation Fund Overview Page	Enabled
User Overview Page	Disabled

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Hiding the Smart Notes Component

To hide the Smart Notes component from a page layout, you will use two tools: the Lightning App Builder and the Settings app. The process involves three stages: copying a config name from Lightning App Builder, updating the component settings in the Settings app, and then returning to Lightning App Builder to apply the new configuration. These steps can be repeated for each page layout where you want to hide Smart Notes.

Copy the Config Name

First, open the relevant page layout in Lightning App Builder:

1. From the desired record page, click the gear icon and select Edit Page. The Lightning App Builder opens.

   

2. In Lightning App Builder, click on the area where the Smart Notes component appears.

   

   
   Please note: Ensure the correct component is selected by reviewing the filter conditions.

3. Copy the config name from the right side panel.

   

4. Click the Back arrow to exit Lightning App Builder.

   

Change the Component Settings

Next, update the component settings in the Settings app:

1. Click the App Launcher and select Settings.

   

2. In the Settings app, click the Navigation Menu and select Components.

   

3. On the Components page, change the list view to All.

   

4. Paste the config name you copied into the search field and press <ENTER>.

   

5. Click the component name to open it. 

   

6. On the Component record page, click the Edit button.

   

7. In the edit window, make the following changes:
   • Component Name: Change to a unique name
   • Code: Update or remove as needed
   • External Id: Remove the External Id  

   • JSON: Change "showSmartNotes": true to "showSmartNotes": false

     

8. Copy the new name from the Component Name field.
9. Click Save.

Update the Config Name

The final step is to return to Lightning App Builder and apply the updated config name:

1. On the record page, click the gear icon and select Edit Page. The Lightning App Builder opens.

   

2. In Lightning App Builder, click on the area where the Smart Notes component appears.

   

3. Paste the new name you copied into the Config Name field in the right side panel.

   

4. Click Save.
5. Click the Back arrow to exit Lightning App Builder.