Maintain Custom Options

Use the Options tab in the Client dialog box to maintain custom options for a client. For more information, see Maintain Client Option Titles.

To maintain custom options

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

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.

2. In the data grid, click the Edit icon and then click Custom.

3. Click the Options tab.

4. For each check box with a custom label to the right, do one of the following:

• To indicate a true statement, select the check box.

• To indicate a false statement, clear the check box.

5. Click Save.

Related Topics

Search for a Permission or System Code

Data Grids

Custom Data

Maintain Client Option Titles