How_do_I_change_my_default_settings_Billing_Types_

How do I change my default settings? (Billing Types)

Change the default settings for the Billing Types table. You can change the

  • default lookup,

  • auto-increment billing type number, and

  • restricted fields.


Setting my default lookup

1. Open Connect Cemetery Management > Organization > Billing Types.

2. Click Options (F12).

The Options form displays on the screen.

3. Use the Default Lookup menu to select an option.

4. Click OK.

The default lookup setting is saved.


Changing the auto-increment settings

1. Open Connect Cemetery Management > Organization > Billing Types.

2. Click Options (F12).

The Options form displays on the screen.

3. Click to select the Auto-increment checkbox.  

 

4. Set up the beginning range, ending range, and increment by.

Use the beginning and ending range to assign the numbers that Connect can use to assign to billing types. Set the increment by to the define the number of empty records between each billing type.

5. Click OK.

The default lookup setting is saved.


Adding/removing restricted fields

1. Open Connect Cemetery Management > Organization > Billing Types.

2. Click Options (F12).

The Options form displays on the screen.

3. Click the Select button next to the Restricted Fields field.

 

The Selection form displays a list of the fields found in Billing Types.

 

What do you want to do?

  • I want to restrict a field. Move a field from the Available Restricted Fields list to the Selected Restricted Fields list.

  • I want to remove a field restriction. Move the field from the Selected Restricted Fields list to the Available Restricted Fields list.  


4. Click OK.

The default lookup setting is saved.

 

 

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