Maintain Client Value Titles

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

To maintain client value titles

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

2. Click the Edit icon.

3. Click the Customer Titles tab and then click the Values tab.

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

4. Complete the information and then click Save.

Related Topics

Search for a Permission or System Code

Client Titles

Maintain Custom Values