SedonaSetup - CM - Overview and Topics

There are many setup tables and options used in the Client Management module.  Required items are denoted with an asterisk.

Click on the links below for Client Management Setup Tables and Options.

Cancellation Tasks

Cancellation Profiles

Chain Accounts

Collection Statuses

Customer Groups

Custom Fields - Customer

Custom Field Tables 1,2,3 - Customer

Custom Fields - Site

Custom Field Tables 1,2,3 - Site

Custom Fields - System

Custom Field Tables 1,2,3 - System

Data Entry Defaults*

Payment Methods*

RMR Reasons*

RMR Escalations

System Types*

Type of Customer*