Using the Experts > Using Contact Experts

Setting Contact Expert Preferences

To set the Contact Expert options:

  1. Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.

  2. Click the Experts tab. The Experts window is displayed.

  1. In the Contact Expert section, select one of these from the Require Contact Note field:

  2. Always

  3. Never

  4. Prompt

  1. Select the Refresh/Aging/Balance option if you want the current aging displayed each time the expert is processed.

 

Related Topics

Displaying the Contact Expert

Creating Lists with the Contact Expert

Editing and Deleting Contact Experts

Processing Contact Experts