Click on the desired tab when appears for information about that tab.

Client Setup Rates Billing Statements Custom Fields

The Custom Fields tab of the Change Client Options utility is used to add or change custom fields for the selected clients. The Custom Fields tab includes options found on the Custom Fields tab of the Client Information window.

Options found on the Custom Fields tab of Change Client Options include:

Custom Fields Table

Add Field

Edit

Remove

Copy From Existing

Action

Only update text for existing fields

Add new fields

Clear table before adding new fields

Options

Copy field text

Only copy text if existing field is empty 

Replace text for existing fields

Caution: All selected options will be changed when OK is clicked. Make sure you select only the custom field options you want changed.

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.

See also: Notes about the Change Client Options Utility