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Automatically translated from Dutch. Some wording may be inaccurate.

Show a button 'New' next to the client number to generate new numbers

If you use Regelneef's number allocation system, this option shows the button for obtaining a new debtor number. See also Number allocation.

Always check 'Prospects' in list of clients

In the client overview, only 'Clients' is selected by default. This option ensures that prospects are also shown immediately.

This setting does not apply when the client list is used as a selection screen, for example when creating a placement.

Open the list of clients empty (faster)

If the database contains many clients, loading all of them when opening the client overview is not practical. Retrieving many records slows down the screen without offering much benefit. We therefore recommend enabling this option for larger client lists.

Default new client type

This setting determines the default type (Client, Prospect or Other) when entering a new client.

 

Client disciplines

Requests

This adds all disciplines from each client's requests to that client's disciplines, where they do not already exist. Existing client disciplines are not removed.

Job placements

This adds all disciplines from each client's placements to that client's disciplines, where they do not already exist. Existing client disciplines are not removed.

Automatically add client disciplines

The two operations above are run automatically several times a day, keeping the disciplines at clients up to date.