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Maintain Client Text Titles

Use the Text tab in the Client Titles panel to specify up to nine labels for text to display when adding or modifying clients.

To maintain client text titles

  1. In the Navigation pane, click System Codes and Settings > Accounts > System Configuration.

System Configuration panel

  1. Click the Edit icon.

  2. Click the Customer Titles tab and then click the Text tab.

System Configuration dialog box - Customer Titles tab - Text tab

Text 1 through Text 9: The values you provide in these boxes become the labels for text you want to appear on the Custom tab in the Client dialog box. For example, if you type "Bankruptcy Status" in the Text 1 box, "Bankruptcy Status" appears as a label next to an input box on the Custom tab. For more information, see Maintain Custom Text.

  1. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

Client Titles

Maintain Custom Text