⚠️ Important: Your Companies System Administrator will need to apply these changes.
Modify the list of Client Exclusion Types
Click Options and then click Manager.
Click Look ups and then click List of Values.
Find and Select Exclusion Type.
Click the List Values dropdown icon ∨.
Add a new Exclusion Type
Click the ✚ icon in the List Values header.
Fill in the Value Name, Description and Position.
Click Save.
Delete an existing Exclusion Type
Click the 3 dot icon (⠇) and select Delete.
Click Delete on the confirmation pop-up.
⚠️ Important: If the value has a System Code, you can not delete it.
Amend an existing Exclusion Type
Click the pencil icon (🖉) in the List Values header.
Amend the Value Name and/or Description and/or Position.
Click Save.