---
title: "Client Settings > General Settings"
canonical: "https://technology.bytangram.com/space/TGKB/1424425112/Client%20Settings%20%3E%20General%20Settings"
format: markdown
---
**Clients** are created in the resource module and are usually managed by designated role(s) or person(s) within your agency. Once a client is created, additional settings can be set/amended against the client record.
The menu **general settings** allows you to add/edit a number of fields relating to the client.
| **ON THIS PAGE YOU WILL FIND:** |
| --- |
| > Macro (toc) |
---
## GENERAL SETTINGS
- Go to the **resources **module > **resource default grid**
- Select the **client** > open the **client card**
- Click on the **client settings** :settings: tab > then select the **general settings** menu item
> 📝 Fields highlighted in blue are compulsory
| | |
| --- | --- |
| **FIELD** | **DESCRIPTION ** |
| **Account Manager*** | Select from employee list
*This will be the default on new jobs for this client* |
| **Client type*** | Client / Prospect / Internal |
| **Default currency*** | If multiple currencies have been setup on your system you will be able to select from the dropdown, otherwise this will default to the standard currency in your system, i.e. AUD |
| **Reference key** | Field can be used for importing data, i.e. can include a record ID to import against |
| **External code** | Field can be used for integrations, i.e. storing a unique code |
| **Default payment term*** | Select from list.
*Note: If you have agreed terms with the client that do not appear in the dropdown, you will need to create these in Settings.* |
| **Credit max. check**
** ** | Set credit check parameters (optional)
**This is linked to the Credit max. amount field**
*This feature allows yo**u to limit new records** based upon the credit balance and the status of all unpaid, overdue, invoice and/or WIP amounts.* |
| **Credit max. amount** | Free text field to add $ value that will prevent new records once a credit limit is reached via open invoices relating to this client.
> 📝 This is linked to the Credit max. check field
*Enter $value, hover over cell and click on calculator icon to check current status.*
If the current status exceeds the Credit Max. amount, you will be presented with a pop-up message. |
| **Checkboxes** | - Client reference account no
- Account reference has to be filled in when invoicing
- Order no. has to be filled in when invoicing |
| **Client PO no. title** | Add prefix and by default it will auto populate in ‘Client PO title’ field on new invoices: **Invoice*** > ***Header tab** |
| **Won date** | Defaults to the date the client was created in WorkBook, it can be edited. |
| **Default support job** | If ticketing is setup in your system, then you can select a default job here for tickets to go to. |
| **Public registration number** | Store business registration number |
---
### Related articles
> Macro (contentbylabel)