| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Settlement Tab - General Settings | May 10, 2024 | 2.1 |
This article describes how to change general settings associated with the Settlements tab.
1. Once logged in to the CRM, go to the Settlements Tab and click on Settings.
2. From the left panel, select General Settings.
3. Using the radio buttons under "Show Balance Forecast Chart", you can determine whether or not the "Balance Forecast Chart" will be visible or not by default.
4. Click the Save Settings button at the top right portion of the page.
Article Version History:
| Version | Effective Date | Description |
| Basic | 06/04/2020 | Initial Release |
| 0.1 | 12/28/2022 | Added Header and Version Control Footers |
| 1.0 | 02/16/2023 | Added new step 4 to describe the use of the "Show Balance Forecast Chart" radio buttons; refreshed screenshots to reflect the current Forth user interface. |
| 2.0 | 05/08/2023 | Updated title to Settlement Tab - General Settings; removed legacy old/new interface option. |
| 2.1 | 05/10/2024 | Refreshed the first screenshot to improve readability and minor grammatical tweaks. |