User-Defined Client Properties

User-defined client properties can be set when you are viewing Client Registration.

To access these properties, open Client Registration and click File > Properties. If you cannot access client properties, contact a system administrator.

Table 1. Description of Properties on the Client Tab in User-Defined Properties
Property Name Description
Alerts - Show Closed Specifies whether alerts that have been closed can still be viewed.

Alert types are defined in File > Ancillary Data > Para > Clients > Alert Types.

Certification Client Template Specifies a client record by client ID number to use as the default template for certifications created on the fly.
In Trip Booking, when a new client is added, the client file is populated with field values from the template record.
Note: Certification on the Fly properties are defined by a system administrator in Tools > System Properties, on the Profile tab, under PASS Booking Client > Certification on the Fly.
Client Eligibility Info > Client Eligibility Info Sorting Order Specifies the sort order of client eligibility information in the Client Eligibility Info dialog box.
Client Eligibility Info > Foreground Color Specifies the color for the foreground (text) of the Client Eligibility Info dialog box.
Client Eligibility Info > Transparency Level Specifies the transparency level of the background color of the Client Eligibility Info dialog box. For example, 0 creates a transparent background, whereas 100 creates an opaque background.
PASS Booking Client > Client Eligibility Info > Background Color Specifies the background color of the Client Eligibility Info dialog box.
Client Code Mask Specifies the format for client codes and the maximum number of characters they can contain.

Type 9 for numerical values and A for alphabetical characters. For example, typing 9999A as the client code mask specifies four digits followed by one letter.

Eligibility Required Specifies whether client eligibility rules must be defined in the Eligibility tab when creating or updating a client record.
Inactive Client Color Specifies the color for highlighting inactive clients in the Select tab of Client Registration and in Location Programs.
Limit polygons selection to one polygon set Specifies whether to set polygons as a constraint when defining eligibility conditions.
Yes
One polygon type can be selected.
No
Multiple polygon types can be selected. Use this option for FLEX.
Low Income Tooltip Info Specifies how low income is determined.

This definition is site-specific and is used as a tooltip for the Low Income field on the NAPIS tab in Client Registration.

The NAPIS Low Income field is used to identify the low income status of the client:
  • No
  • Yes
  • Unknown
  • No Answer

In the Low Income Tooltip field, type the site definitions. For example, Yes <= $24,000. No >=$30,000.

Mandatory Admin Unit Specifies whether an administration unit (Adm. Unit) must be selected when creating or updating a client record.