Overview
To help keep reporting and ticketing consistent, the ability to edit Client IDs is turned off by default. This setting can be enabled if needed and is typically used in specific cases where updates to client records are necessary.
Check for Permissions
Employee permission is required to adjust Client IDs. Admins can enable/disable the permission by following these steps.
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Select Password Setup from the Tools pull-down menu.
The Password Controls screen will appear.
In the Employee Password Access section, check the Enable employee password protection on this computer box.
Click the Edit Access button.
A pop-up box will appear, click the plus button next to Other
From the list, "Options Screen" should have a checkmark under the "Require Password" column, and select under each employees name column to allow access to edit.
Be sure to press Okay after changes to ensure settings are saved
Enable or Disable Client ID Editing
Step-by-step instructions for turning the Client ID editing setting on or off.
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Go to Tools > Options
Click the Taxes and Other tab
Select Security Setup
Check or uncheck “Allow Client's ID to be changed”
Select OK to confirm changes
How to Edit a Client ID
Follow these steps to locate and change a Client ID once the setting is enabled.
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Navigate to the Clients section
Double-click the client's name to open their info page
Under "General", click Change next to the Client ID
This pop-up message will appear, click Yes.
Enter the new Client ID, click OK.
Be sure to Save your change on the client info page