Warnings Tab Accounts Receivable>Clients

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Overview

The Warning Tab is used to record potential issues when dealing with a particular client. If any warning or comment is recorded, a stop sign will appear here in the header of the client record.

Field Descriptions

Below are field descriptions for the Warnings Tab.

Warning Type

•	Hands Off - When checked, client should be avoided at all costs.

•	Credit Risk - When checked, client has a poor credit history.

•	Potential Conflict - When checked, a professional conflict may exist.

•	Warning Comments - Used to record other warnings not listed.