Admin Settings - Clients

Clients Admin Settings defined:

1. Show Address Country Field - Toggle on to display and edit a client's address country
2. Hide SSN Field - Toggle on to hide SSN field.  It will not be available for display or edit
3. Disable SSN Validation (Allow non-US) - Toggle on to disable validation.  When ON any combination of characters is allowed. Example:(Canada Tax ID format 111 111 111)
4. Disable SSN Required Validation- This will leave the Tax ID field blank
5. Hide Client Manager Field- Toggle on to hide Client Manager Field.  It will not be available for display or edit.
6. Hide Client Bookkeeper Field- Toggle on to hide Client Bookkeeper Field.  It will not be available for display or edit.
7. Hide Client Numbers- Toggle on to hide Client Numbers.  They will not be available for display or edit.
8. Enable Client Import Document Checklist- Toggle on to import Client Custom Field Document Checklists.
9. Enable Proposals Feature- Toggle on to enable the Proposals Feature within Firm360 (Currently available to BETA Firms)
10. Hide Empty Client Fields- The Main page within a clients profile that is "Not Set" can be hidden. Also works for "Not Set" client custom fields.
11. Always Display Client Note Value- Enabling this will always show client notes on the details page
12. Use Nickname When Generating Client Name- When toggled on, client name will display nickname instead of client name. Nickname is retrieved from the Contacts Nickname field.
13. Sort Clients By- Choose to sort your client page by Client Name or Client Number.  You are able to have the client numbers visible and the client names will still sort alphabetically if you chose "Client Name" 
14. Automatically Mark Clients for Credit Hold -Choose between 30, 60, or 90 days Past Due

Note - do not forget to scroll to the bottom of the page and click "Save".