Understanding the Preferences Section in Client Profiles

Updated on 08 Nov 2023
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This article provides descriptions of all fields in the Preferences section for Client Profiles.

Preference Section Fields and Descriptions

Fields	Description
Encrypt Password	The password to use for encrypting/decrypting invoices/reports for this client
Commission Rate	Allows you to select the commission rates you set up for this client. Commission rates are configured at Clients - Commissions. See Setup Commission Rate
Commission Tax Rate	See Create Commission Tax
Bundle within primary client only	Restrict bundles within primary client
Use the primary client (and its settings) for credit reporting	Check here if the primary client should be used for Credit Reporting
Exclude From Credit Reporting	Check here if this client's accounts should not be included in Credit Bureaus reporting
Credit Report Buckets	The balances will be reported from the selected buckets
Active	Specify if this client is active
Can Forward	Allows forwarding of this client's accounts
Can Pursue Legal Action	Allows legal action to be pursued on this client's accounts
Txt Msg Auto Opt In	Auto opt in phone numbers with location mobile, other or unknown to allow text messages
Email Auto Opt in	Auto opt in all email addresses to send emails
SOL Account Type	See State, Payment Fees, and Statute of Limitations
SOL State	Will use this value as the state to evaluate the SOL date instead of the primary demographic, unless it is set tat the debt level
Obey Compliance Rules	Should account for this client follow the demographic contact limitations
Notes	A place where client specific notes can be recorded
Important Notes	Notes recorded here will be visible when users view this client's accounts
Account Add Note	Appears anytime this client is selected when adding accounts
Caller ID	The number for dialer vendors to display as the Caller ID

Image Displays the Preferences Section in Client Profiles

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