View Client Guidelines

Use the Client Guidelines panel to view the work plan, settlement guidelines, and miscellaneous information for the client on the account displayed in the Work Form. Your organization specifies this information when setting up a client. For more information, see Maintain Client Guidelines.

To view client guidelines

• In the Account Detail toolbar, click Client Guidelines.

Work Plan: Displays a work plan for the account.

Settlement Guidelines: Displays settlement guidelines for the account.

Miscellaneous Information: Displays miscellaneous information for working an account.

Related Topics

Account Detail

Maintain Client Guidelines