How to automatically format (capitalise) client name fields

Open the Config window

Open the Config window

1: Click Admin from the Menu.

2: Select Config from the drop down list

Open the Claim Form, Misc. window

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.

If you do not wish to apply this formatting to the client name fields, untick the Apply Format check box.

Close the window

Close the window

1: Click OK to SAVE the changes and close the window.

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