How can I display client service interests in the Client intake form
- 18 Jun 2021
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How can I display client service interests in the Client intake form
- Updated on 18 Jun 2021
- 1 Minute to read
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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.
- 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:
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