TemplateMan_WorkflowMaxAccountKey

The XPM, Xero Tax or WorkflowMax Account Key

ModernPractice_FolderConfig

Standard or Alphanumeric

Standard is where all client folders are listed directly under the main Clients folder. Alphanumeric means there are subfolders under the Clients folder (0-9 and A through Z) - this is typically used where total Clients > 5000 or may exceed 5000.

ModernPractice_UseSubFolders

True or False

If True, the option to choose subfolders will appear in apps. If False, it will not.

ModernPractice_ServiceLocation

AU or NZ

This setting is now obsolete. It was used to work with AU or NZ XPM, Xero Tax or WorkflowMax Accounts.

OP_UserSharePointLists

True or False

If True, the apps will use SharePoint Lists as the data source. E.g. when connecting to practice management systems, excluding XPM, Xero Tax or WorkflowMax.

OP_AllowAmpersands

True or False

If False, all names from the Practice Management system that contain the ampersands character (&), will be replaced with the word and.

RefreshClientListFrequency

0-90

The number (in days) between the auto refresh of client lists. If 0, the client list will not refresh automatically.

Skin

CCH, CAKairos, OnePractice

The look and feel of the applications.

PopulateClientMetadataField

True or False

If True, it will attempt to populate the Client Metadata field on Save.

PopulateGroupMetadataField

True or False

If True, it will attempt to populate the Group Metadata field on Save.

RefreshListFrequency

0-90

The number (in days) between auto refresh of lists. If 0, the lists will not refresh automatically.

DoNotShowMetadataColumns

Client, ClientGroup, Group1

This will prevent the metadata columns listed from appearing in the individual apps. You can edit this item to add more metadata columns. Ensure you use commas to separate the values.