RPM User Guide
System Setup
Select System Setup from the Utilities, Set Up menu to open the System Setup screen. This screen is used to set default options in RPM. The settings on this screen apply to all RPM users.
System Settings Tab
Fields on the System Settings tab are explained below.
Auto-Capitalize Name and Address for Clients/Contacts/Vendors - check this option if you want the first letter of each word in a name or address automatically capitalized. For example, if you enter 123 first street, it will automatically be changed to 123 First Street.
Mail to Client Address for Pay to Client checks - check this option if you want checks paid to clients to automatically include the client's address on the check by default. You can still turn the option on or off for each individual transaction.
Default Payment Method - select the default payment method to use when entering transactions.
Sort Vendor Check by Client Name - check this option if you want checks paid to vendors to automatically sort by the client's name instead of the vendor name by default. You can still turn the option on or off for each individual transaction.
Hide SSN - check this option if you would like reports to default to hiding the client's social security number.
You can still turn the option on or off for individual reports.
Use descending date order on Client Information - check this option if you want the most recently dated records to show at the top of each list on the Client Information screen. This includes Housing, Events, Case Notes,
Test Scores and Assets.
Default Number of Days for Displaying Transactions - enter the number of days you want to display transactions on the Transaction Information screen. The screen will default to only show transactions up to this number of days old when opened. If you have a large mass account, using a lower default number of days will allow the Transaction Information screen to open faster.
Negative Balance Check - select the option to Warn or Prevent for negative balances. Select Warn to display a warning message when transactions are being entered that would cause a client to have a negative balance.
Select Prevent to stop transactions from being entered that would cause a client to have a negative balance.
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Utilities
Transaction Date Check - select the option to Warn or Prevent for transaction dates outside of the selected past/future date range. Select Warn to display a warning message and select Prevent to stop transactions outside of the selected past/future date range. Enter the number of days to check for Days in the Past and
Days in the Future. Any transaction dates entered outside of this range will display a warning message or be prevented from being entered based on your settings.
Custom Client Fields Tab
Custom fields are used on the Custom tab on the Client Information screen. Fields on the Custom Client Fields tab are explained below.
Check the box for each field you want to use and enter the label you want for that field.
Custom Dates - configure up to 10 custom dates.
Custom Fields - configure up to 7 custom fields.
Custom Lists - configure up to 7 custom lists. The values in the Custom Lists are maintained under Utilities, List
Maintenance, Custom List 1 - 7.
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RPM User Guide
Security Settings Tab
Fields on the Security Settings tab are explained below.
Require Passwords - check this box if users are required to have passwords.
Maximum Days Password Age - enter the frequency with which users are required to change passwords.
Enter 0 if passwords do not need to be changed.
Minimum Password Length - enter a minimum password length from 1 - 20.
Alpha Required - check this box if each password must include an alpha character (upper or lower case letter a-z).
Uppercase Alpha Required - check this box if each password must include an uppercase alpha character
(upper case letter A-Z).
Number Required - check this box if each password must include a number (0-9).
Special Character Required - check this box if each password must include a special character (examples include: !@#$%).
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