How do I configure client settings?

Client settings allow you to manage client data, including required fields, display options, and matching criteria.

To access Client settings, click on the gear icon on the top right, then choose “Clients” to access client settings

For the list of attributes, each attribute can be configured with the options below:

1. Display: Determines if the attribute is generally shown in the application.
   
2. Require: Specifies whether the attribute is mandatory and must be provided.
   
3. Multiple: Indicates if the attribute can have more than one entry. Attributes that support multiple entries include:
   
1. Email
   
2. Phone
   
3. Address
   
4. Identification
   
4. Match: Used to match clients based on a set of supplied dat

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