How to...

On the Labels and Lists Settings form, you can replace default system labels with those that are used in your firm, and you can specify the valid values appear in drop-down selection lists for some DPS fields.

Related Topics:

  • Change System Labels
    To replace the default system labels with those that are used in your firm (for example, replace the default "Client" with "Customer"), go to the Labels form under Labels and Lists Settings.
  • Add Values for Drop-Down Lists
    To add values to the drop-down selection lists for fields, use the Lists form (Settings > Labels and Lists > Lists).
Parent Topic: Labels and Lists Settings