Modify or Add the Default List Configuration
- Navigate to the Clients page on the Configuration view.
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Click the link in the NAME column for the client whose
information you want to modify.
The Client Info page appears.
- Select on the left navigation menu.
- Select Rate List page. tabs to open the
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In the Default List section, click .
The section will appear in the edit mode.
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You can do one of the following:
To do this Do this Add New - Click .
- Select a Job Category from the drop-down box.
- Select the Rate Type form the list box.
- Select Allow Manager Override to enable the client manager to override this setting.
- Select Active to enable the list for the client.
Edit - Click . The section will appear in the edit mode.
- Make modifications to the existing configuration.
- Click .