The Display Total Investment and Monthly Payment setting allows you to control whether both pricing values are shown on the Comparison page of a consultation. You can set a company-wide default, and override it on a per-consultation basis.
How it works
When this setting is enabled, both the Total Investment and Monthly Payment will be displayed on the Comparison page of a consultation:
When this setting is disabled, only the Monthly Payment will be shown on the Comparison page:
How to Enable or Disable the Setting
Company-wide default
To set the default for all new consultations:
1. Navigate to Office.
2. Select Settings.
3. Open Company Settings.
4. Select Consultation Settings.
5. Locate Display Total Investment and Monthly Payment.
6. Toggle the setting On or Off.
Per-consultation override
You can also control this setting at the individual consultation level from the Summary tab. If the company setting is enabled, the toggle will be on by default. You can turn it on or off per consultation without affecting the company-wide default.
