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You can customize Clients & Profits X without programming by setting its preferences. These preferences change the way Clients & Profits X behaves, so you can tailor it more closely to how you work

Most of the important system settings are changed from the Preferences window. This window lets you select and modify each of the different settings separately, for simplicity.

Since these settings are used by everyone system-wide, every user’s preferences are updated when these changes are saved. To prevent record-locking, it’s best -- but not required -- that no one uses Clients & Profits X while you’re changing your system preferences.



Graphics pasted into Clients & Profits are now automatically shared, so the preference to share pictures between Macs & PCs is no longer needed. In order for your logo to appear and print in the highest resolution possible it should be saved in PNG format before being pasted into any preference area. The dimensions of the logo need to be exactly 795 pixels wide by 300 pixels high. Otherwise, the graphic will be automatically scaled by Clients & Profits to fit these dimensions.

Learn more about pasting logos into Clients & Profits X in this tech note.

The date format is customizable. You can change the date to 10/1/09, 10-1-09, 10.1.09 or international dates 09/10/1, 09-10-1, 09.10.1).

The find time by staff or by number option will set your default for when you are using the find feature in time sheets.

The check spelling when saved option will turn on the spell checker for every user. When the save button is selected, the window text will be spell checked. (This option can be disabled for an individual user in their general access privileges.)

The text for the animated intro will appear in the information center window anytime a user logs into C&P.

The default paper size can now be set to either US Letter, or A4.