Need a cleaner view when working on a customer file in ScoreCEO? With just one click, you can show or hide the consumer header, allowing for a streamlined workspace based on your needs.

This quick tutorial walks you through toggling the consumer header visibility in your ScoreCEO customer file.

✅ What You’ll Learn:

  • How to show the consumer header in a customer file

  • How to hide the consumer header for a cleaner interface

? Step-by-Step Instructions

1. Open Any Customer File

Navigate to your customer list and open a specific customer file in ScoreCEO.

2. Click the Toggle Arrow

At the top of the file, locate the consumer header section.

  • Click the ▲ (up arrow) to hide the consumer header

  • Click the ▼ (down arrow) to show the consumer header

That’s it! You can now toggle the header display based on your preference.



? Why It Matters

Hiding the consumer header allows you to:

  • Focus on key sections without visual clutter

  • Customize your workspace based on the task

  • Improve user experience when managing large files

? Pro Tip

Use this feature when presenting or reviewing files with a client to keep the interface clean and distraction-free.



? Need Help?

Visit the ScoreCEO Help Center or reach out to our support team for personalized assistance.