Settings
Configure CRM settings and preferences
Default Form Settings
Configure default settings for new forms
Require Tax File Number
Make TFN a mandatory field in client forms
Require Identification
At least one ID method must be provided
Allow Save Progress
Clients can save and continue later
Enable Auto-save
Automatically save form progress every 2 minutes
Default Due Date
14 days
Default number of days before form is due
Required Sections
Configure which sections are required by default
Fund Details
Include SMSF and trust information
Company Details
Include trustee company information
Client / Member Details
Collect member personal information
Declaration
Include declaration and consent statements