CClasster Knowledge Base

Crm Categories For Financial Overview List

App Settings › Financial Settings › General Financial Parameters · Updated 2026-07-07

The CRM Categories For Financial Overview List setting (Crm_Categories_For_Financial_Overview_List) is located in Financial Settings > General Settings > General Financial Parameters, under the Additional Settings sub-group.

What this article covers

• What This Setting Does
• Where It Is Used
• Business Logic / Behavior
• Example(s)
• When to Use
• Notes

More in Financial Settings

• In Installment Analysis Vertical View Merge Installment Data By Monthly Pay Date
• Financial Overview Calculate totals in quick view only for arrangements with educational programs that have the following statuses
• Mass Billing Identification Number Selection
• Keep Financial Comment As Plain Text
• Menu name for the action "Cancel Invoice"
• Menu name for the action "Invoice and Payment Return"
• Menu name for the action "Cancel Payment"
• Menu name for the action "Money Refund"

All Financial Settings articles →