Admin – Config
- How to automatically format (capitalise) client name & q'nnaire fields
- How to turn on or off the Warning when Exiting Synoptic Claims
- How to enable the Status Log Tab
- How to set visual flags for Status Boxes on a claim
- How to make the Claim Type Mandatory
- How to set the frequency when a user is forced to change his password
- How to use Client Questionnaire
- Display Link Between Related Clients
- How to display the Account Owner Type
- How to hide license information
- How to put the New Client button on the main screen
- How to change the Default Currency Symbol
- How to make User Teams visible
- How to make Claim Type Options Visible
- How to Enable Live and Leads Search
- How to Change the configurable Labels in the Claim Screen
- How to Automatically save the current user as the Client User and the Claim User
- How to enable Client Claim Stages
- How to set up the paths for printing merged PDF documents
- How to set the system so that it checks the Claim and Client Introducer are the same
- How to show/hide the Internet Post Code Lookup Button (Look Up PC)
- Make the Account Owner Type Visible in a Claim
- How to open the browser from the client (DIVA)
- How to use the Alternative Client Ref as an Email Subject
- How to enable the Payment List Report
- How to Change the ClaimAltRef to display NI Number
- How to change the "\" in a Claim number to "/" in Mail merge
- How to enable/disable the Questionnaire Copy function
- How to show/hide a 2nd person in the client's claim form
- How to enable the Search by DOB feature
- How to toggle free typing in the Client Salutation field
- How to set the Default From Email Address to overide all Users email addresses
- How to enable the Preview Document function
- How to Auto-Capitalise Names and Addresses in the claim form
- How to enable user log-on reporting
- How to toggle Client file opened logs
- How to Activate the Daily Automation Scheduler
- How to include previous names in the Account name
- How to include the 2nd person in the Account name
- How to Capture the Client's Middle Name
- How to Hide/Show the Bank Branch Button in the Claim Window
- How to display All Claim Type groups in Action set-up
- How to change the items that are visible in the Account Name drop down list
- How to hide the Claim ref from the window title
- How to make the Account Name in a Claim change automatically when the Client details is changed
- How to use the Claims 'LT ' (list) merge fields
- How to hide the search by Client Ref
- How to change the search by Client Alt Ref to search by Client Ref
- How to rename the Client Ref column to Alt Ref in the client claims list
- How to rename the Ref column/header to Claim Number in the Client ToDo list
- How to add a Alt Ref column in the Client ToDo list
- How to relax the rules re Client and Claim attached to Actions and Documents
- How to track Data changes
- How to set an action to save historical attachments to a folder in JP2 format
- How to set the copy to JP2 from historical attatchments to save in per Bank …
- How to use per-claim Joint Clients/Applicants
- How to change the "Cancelled" label for your own text
- How to show the FOS Reference field
- How to show the Final Decision Date (FDL Date)
- How to rename the tabs in the Claims window
- How to Show / Hide the Second Person in a Claim
- Apply the Commissions Button
- Override Config Options for Running Documents with Aspose or Word
- Enable/Disable Duplex Printing
- Mandatory Questionnaires & Questions
- Enable Pop-Up to Alert Notes Logged on an Action
- Set License Warning Message Days before Expiry
- Adding Previous Addresses Using The New Client Window