Menu 10.1.12 - Client Miscellaneous Screen

Client Miscellaneous screens store miscellaneous client data that is not stored in one of the standard Client Update fields, such as cell phones, Credit Reporting Agency Business Class, or account types. Client Miscellaneous screens are similar in format and setup to the Financial Profile screen, except all fields on the Client Miscellaneous fields can be customized. For more information on the Financial Profile screen, see Viewing and changing Financial Profile screen information.