There are a number of reasons why a browser may need to be set to Compatibly mode. Any servers that are 5.8 need to have Internet explorer, particularly 10 and 11, set to compatibility mode or Privia will start throwing errors.  In release 5.9 There was a big development push to remove the need for Compatibly mode, however  some issues may persist and IE may need to be set to compatibility mode.


  • Here is a list a few common examples of the issues that can be seen:
  • Pages on Privia Web are not displayed correctly, 
  • Enhanced Web Active X controls will not load (Toolbar and Gate),  
  • Menu items are not working when clicked,  
  • launching a New Opportunity throws an unhandled exception


To resolve these issues you can set the browser to Compatibility Mode by following the below steps:

Internet Explorer 9  

  1. Open Internet Explorer
  2. Navigate to Privia
  3. At the top of the page in the address bar you should see what looks like a torn piece of paper. 
  4. Click on paper icon and it should turn blue. This indicates has been added to your compatibility view pages.

Internet Explorer 10 and 11

  1. Open Internet Explorer
  2. Click on the gear Icon in the top right of the window, just below the "X"
  3. Click on Compatibility View Settings
  4. Once the menu loads click in the field next to "Add this website:" and type in
  5. Click the add button and close the window.
  6. Close internet explorer and try to login again.
  7. ( if you do not know which version of Internet Explorer you have you can check it by following there brief steps.
  8. Open Internet Explorer
  9. Top right hand corner click on the Gear icon.
  10. At the bottom of the list click on “About Internet Explorer”
  11. A dialog will display listing which version  of Internet Explorer you have