Home > RMS9 > Property Options > Labels > Client Labels

Client Labels

Goal

After completing this article you will be able to add additional fields into the Client Details column.

We recommend that you do not add new fields until you have seen all of the fields that are supplied by the RMS system.

Steps

First Step

From any screen within RMS 9

Click once on Setup on the Navigation bar
Choose Property Options from the list
Choose Labels from the sub list
Select the Client Tab at the top of the screen

Second Step

The following fields may be added to client records;

10 Free type fields (1 through 10)

2 Membership Searchable fields (11 and 12)

2 Yes/No fields (13 and 14)

2 Date fields (15 and 16)

RMS provides many fields for Client records, please ensure you check through those already available before entering more into this screen.

To add your new field simply enter what you wish the name of the field to be against the appropriate field type, and then select Save/Exit.

 

Important Information

  • All fields used within this screen will be available on the Form Letter setup screens as merge fields.
  • Max Characters refers to the field that will be activated not the description of the field you are entering.

What's Next

To order you new field/s appropriately use the field maintenance screen.

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Last modified
09:33, 17 Oct 2013

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