How can I display client service interests in the Client intake form

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This article will describe how to display service interests in the Client intake form.

Select Configuration in the Settings & Security section of the System
menu.

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  • Click on Options.
  • Click on the New Account setting.
  • Click on New Account - Show Interest Area.

  • Enter Setting Value should be set to 'yes'.

  • Click Save & Apply.

The Service Interests panel will now appear in the Client Intake form: