---
title: "Understanding the Preferences Section in Client Profiles"
slug: "understanding-the-preferences-section-in-client-profiles"
updated: 2024-11-27T16:08:35Z
published: 2024-11-27T16:08:35Z
canonical: "docs.interprose.com/understanding-the-preferences-section-in-client-profiles"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Understanding the Preferences Section in Client Profiles

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**](/v1/docs/client-setup-commission-rate) |
| Commission Tax Rate 1 | See [Create Commission Tax](/v1/docs/create-commission-tax-2) |
| 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](/v1/docs/ace-states) |
| 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 |

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-11-05 105457.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A37Z&se=2026-10-31T17%3A40%3A37Z&sr=c&sp=r&sig=Ka%2FHPXmixmUotLgv%2FtLJvKLVyFJyYGhEP21xdjGBy20%3D)

Image Displays Preferences Section in Client Profiles