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Maintain Custom Dates

Use the Dates tab in the Client dialog box to maintain custom dates for a client. For more information, see Maintain Client Date Titles.

To maintain custom dates

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

Client panel

Tip: To limit the clients that display in the data grid, click one or more check boxes next to a column heading. In the Filter box, type one or more characters and then press Enter. To clear a filter, clear the check boxes and then click the Refresh icon.

  1. In the data grid, click the Edit icon and then click Custom.

  2. Click the Dates tab.

Client dialog box - Custom Dates tab

  1. For each box with a custom label to the right, type a date and then click Save.

Related Topics

Search for a Permission or System Code

Data Grids

Custom Data

Maintain Client Date Titles