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Configuring client demographic data input options |
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- In the Client Register, click Tools > Setup > Client Data Setup.
- Open the Customize Fields tab.
- To select fields which must be completed when creating a new client record, fill the checkbox at the required fields.
- At Client Numbering, select Automatic if NOAH is to generate the client number, or Manual if the user creating the new client record must determine the client number.
- To make the Created by and Date created fields ineditable, select Lock at Lock Fields.
- Open the Optional Fields tab.
- To select the optional fields to appear in the Client Details window, select fields in the Available fields window, then click Add.
- In the Selected client demographic fields:
- To remove optional fields from the Client Details window, select a field, then click Remove.
- To rename an optional field, select the field, then click Rename. Enter the new name, then click OK.
- To return to NOAH System's default selection, click Default.
- Click OK.
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