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Maintain Custom Values

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

To maintain custom values

  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 Values tab.

Client dialog box - Custom Values tab

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

Related Topics

Search for a Permission or System Code

Data Grids

Custom Data

Maintain Client Value Titles