This section outlines the standard settings for all clients (debtors/borrowers) associated with a specific Legal Entity within the system. You can access these settings by navigating to Setup > Clients.

The following options are available under Client Setup:

• To configure client settings, go to Setup > Clients.
• Security: The security option for these settings is located within the Role Setup.

Section	Description	Documentation
General Client Setup	This section defines the standard settings that will apply to all clients (debtors/borrowers) within a specific Legal Entity in the system.	General
Client Status Setup	This section allows you to define and manage the various statuses that can be assigned to clients within the system	Status
Client Status Workflow Batch Setup	This section guides you through setting up client status batches. Once you've configured your rules, you'll link them to specific client statuses	Workflow Batch
Client Status Workflow Rules Setup	This section explains how to configure the rules that determine a client's status within the batch process	Workflow Rules

Custom Status Labels Overview

Custom Status Labels provide an extra layer of categorization and control beyond the standard Client Status. This feature helps you manage client permissions more precisely and enhances visibility throughout the system.

Required Permissions (Resources)

To use and manage Custom Status Labels, specific permissions must be assigned to user Roles under Setups > Security > Roles:

Resource Name	Description
Client Status Label	Allows the user to add and edit Custom Status Labels in the Setups area.
Change Status Label	Allows the user to select and update the Custom Status Label for an individual client.

Custom Status Labels Setup

The primary configuration for Custom Status Labels is managed in Setups.

General Client Settings

Navigate to Setups > Clients > General (under the CLIENT SETUP section).

• Client Search Status Display: Use this setting to determine which value appears in the Client Search List view:

  • Client Status

  • Client Status Label

Status Label Configuration

Navigate to Setups > Clients > Status Label.

• This tab lists all existing Custom Status Labels and their associated restrictions.

• Users with the Client Status Label resource can add or edit these labels.

• Restrictions applied to a Custom Status Label function identically to those configured for a standard Client Status.

Client Status

To manage client statuses, go to Setup > Clients > Client Status.

• Security: The security option for client status settings is located under the Report Section within Role Setup > Client Status.

To configure status workflow batches, go to Setup > Clients > Status Workflow Batch.

• Security: The security option for these settings is located under the Report Section within Role Setup > Client Status Workflow Batch.

Status Workflow Batch Rule

To set up rules for status workflow batches, go to Setup > Clients > Status Workflow Batch Rule.

• Security: The security option for these settings is located under the Report Section within Role Setup > Client Status Workflow Batch Rule.