How to automatically format (capitalise) client name & q'nnaire fields
Open the Claim Form, Misc. window
1: Click the Claim Form tab followed by the Misc tab - the Claim Form, Misc. window will open.
2: Click the Apply Format check box.
When the Apply Format check box is ticked the client name fields are formatted so that the first character is capitalised and all other characters are set to lower case.
To apply other formats manually click here for instruction.
If you do not wish to apply this formatting to the client name fields, untick the Apply Format check box.



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