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Table of Contents (Online Help)

 

Income Levels

This window file contains user defined levels of income that are used to categorize clients during client registration.

How to add income levels 

To add income levels you go to Support Files ->Income Levels and a screen like the one below shows up:

It is preferable that you use income ranges such as 500,000 – 1,000,000 than use of income levels such high, medium or low.

Click on the Add button to add the new income level and repeat this for all the levels that you want to register.

Click on the Close command button to exit.

How to delete/modify Income Levels  

To delete/modify income levels you go to Support Files/Income Levels and a screen like the one below shows up:

From the list of the displayed income levels, click on the level that you want to delete/modify, e.g., "03". The variables for the selected level will be displayed in the various parameter text boxes.

To Modify the income level make the necessary changes and click on the Update button and to delete the document click on the Delete command button.

You can click on the Printcommand button to view\print the income levels and keep them for future reference.

Click on the Close button to exit the menu.

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