There are several system settings options you can set for RPM using the System Setup screen under the Utilities, Set Up menu. Information about some of these options are below. Click Help when the screen is open to see the full help topic.
Changes made to the system settings will apply to all users in RPM.
Follow along to customize the most impactful settings:
- When entering new clients or vendors, RPM can automatically capitalize the first letter of each word in a name or address. Turn this on or off by checking or un-checking the “Auto-Capitalize Name and Address for Clients/Contacts/Vendors” option.
- When printing reports in RPM, the SSN can be hidden or displayed. To hide the SSN by default, check the “Hide SSN” option on the System Settings tab. The reports screen will automatically hide the SSN when you run reports. Uncheck the “Hide SSN” option on an individual report to show the SSN.
- Show the newest records first on the Clients screen with the “Use descending date order on Client Information” option checked. The most recent housing, events, case notes, test scores, and assets will display at the top.
- Transactions that would cause a negative balance for a client can display either a warning message or be prevented entirely. Select either “Warn” or “Prevent” for the Negative Balance Check options.