Section 3. The Basics

3.25 Edit Client Options

Step 1
Client Options (Button)
In Business Clients, go to > Client Info > Client Options
General Options
1) Select an option for each category.
2) Click Ok.
In-House Due Dates
NOTE: In house due dates has been moved in version 6 to its own section. You can learn more here






Auto Pop-Ups
1) Select which tab(s) and number of days prior to task from drop-down list to schedule
    automatic pop-ups.
2) Click Ok.
Auto-Notifications
1) Select which tab to create automatic notifications.
2) Click Ok.
Assign Employees
1) Select assigned user for each tab for all tasks from drop-down list.
2) Click Ok.
Hide Tasks
1) Select which tabs you would like hide tasks from.
2) Click Ok.
Last modified: Friday, 27 March 2015, 8:51 AM
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