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This page specifies how the Client Manager operates.

 

Access the General Settings Page

  1. From the Ubersmith Dashboard, click Settings.

    The Settings page appears.
  2. From the Clients – Clients section, click General Settings.

    The General Settings page appears.

Complete the Setup Fees Section

This section configures what the setup fee child service for parent services will default to.

  1. In the Service Title field, enter the setup fee label.
  2. In the Service Code field, enter the setup feel service code.
  3. In the Invoice when cost is $0.00 field, select Yes to include a setup fee in an invoice when it has a zero dollar amount.

Complete the Daily Invoicing Address Section

This section configures which email address will receive daily invoicing and charge reports.

  • In the Email Address field, enter the email address to receive the charge queue updates. 

Complete the Similar Clients/Leads Section

This section configures whether similar clients and leads should display in the Client / Lead profile page.

  • In the Show similar field, select one or more, or none to determine if either active clients, deactivated clients, or active leads will display. 

Save Your Configuration Settings

  • Click Update.
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