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Maintain Custom Text

Use the Text tab in the Client dialog box to maintain custom alphanumeric values for a client. For more information, see Maintain Client Text Titles.

To maintain custom text

  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 Text tab.

Client dialog box - Custom Text tab

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

Related Topics

Search for a Permission or System Code

Data Grids

Custom Data

Maintain Client Text Titles