Understanding the Preferences Section in Client Profiles

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 1

See Create Commission Tax

Commission Tax Rate 2

Bundle within primary client only

Restrict bundles within primary client

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