| Client ID and Client sub-ID |
Select this option to identify clients by both the main ID and the sub-ID.
Tips:
- If your firm is using main and sub-IDs for clients, when performing a client search, enter a period (.) between the main client ID and the sub-ID instead of making your selection from the list.
- If your firm is interested in running reports by primary service type, then sub-IDs may be easier; however, in many cases sub-IDs are not necessary. With billing groups, you do not need to group clients by sub-IDs.
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| Default sub-ID |
Enter the default client sub-ID to be used for all clients, for example 000. Sub-IDs can be up to five characters long and composed of any combination of letters, numbers, or special characters.
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| Client ID only |
Select this option to set up the structure for identifying clients by only the main ID. |
| Sort name structure for individual clients |
Select the default format in which the Individual client type names are sorted. |
| Automatically change sort name when name changes |
Select to automatically change the client sort name when the client name is changed in the client profile or in another CCH Axcess utility or product, such as a tax return.
Note: After changing the client name, you can change the sort name to a different value in the client profile for select clients, if needed.
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| Report name structure for staff members |
Select the default format in which names are sorted in staff reports. |
| System wide phone number mask |
Select the phone number format used in your firm. |
| System wide phone extension mask |
Select the format used for phone number extensions in your firm. |
| Sticky notes |
Select to enable the use of private sticky notes for your firm. When enabled, the Sticky Note icon displays in the Quick Access Toolbar.
Notes:
- When sticky notes are disabled, any notes that exist for your firm are deleted.
- You must be granted the Edit Firm Setup permission to update this option.
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A sub-ID may be included as a part of the client ID. If you have a large corporation as a client, each subsidiary could have a client sub-ID. If an entire family has the same client ID, each family member could have a sub-ID. areas display in a profile as well as what client ID information displays in those areas. Additional firm settings include the default format to use for phone numbers and phone number extensions as well as enabling the use of Sticky Notes.