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Maintain Client Option Titles

Use the Options tab in the Client Titles panel to specify up to nine labels for check box options to display when adding or modifying clients.

To maintain client option 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 Options tab.

System Configuration dialog box - Customer Titles tab - Options tab

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

  1. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

Client Titles

Maintain Custom Options