Define Account Custom Fields

Creating Custom Fields allows your department to add fields to the account screens that are useful specifically for the functions in your office. These fields can only be added by your System Administrator. Custom fields can be edited, re-arranged and deleted from this menu.

Setting up Custom Fields will involve several steps to complete the process:

  • Define Custom Field
  • Add Custom Field to Account Template
  • Add Custom Field to Edit Account Template
  • Possibly create a drop down list to be used in Custom field


Defining a custom field

To define a custom field:


Step 1: Navigate to Administration > Accounts > Define Account Custom Fields.




Step 2: In the Define Account Custom Fields window, do the following:

  • In the Display Name column, click an empty cell, and type the name of the custom field.
  • In the Type column, click the cell, and select a field type from the drop-down list. The options are as follows:
    • String - Any grouping of #’s or letters, with a maximum # of characters determined in maximum column (50 is default).
    • Code - Will give you a list of Code types. Remember code types will provide you with a drop down list, and you will see any Custom Codes you have established.
    • Float - Numbers with decimals (not $)
    • Integer - Number with no decimals
    • Date - Will put numbers entered into date format with calendar
    • Money - Numbers you add will be in $ format
  • In the Code column, click the cell and select a code type from the drop-down list.

Note: You can only select a code in this column if Code was selected in the Type column.

  • In the Maximum Size column, type a maximum character length for the field into the cell.

Note: You can only type in this field if String is selected in the Type column.

  • In the Viewable column, click in the cell, and do the following:
    • To make the field viewable, select Yes.
    • To make the field hidden, select No.
  • In the Editable column, click in the cell, and do the following:
    • To make the field editable, select Yes.
    • To make the field non-editable, select No.
  • In the Description field, type a description for the custom fields.


Step 3: Click Save Changes.




Editing a custom field

Click on the field that you wish to Edit. The field will become editable, change the value.
**Keep in mind it will not allow an edit of a custom field that is already in use and you will
receive the following message.

Step 5: Click 'OK' to finish.

Once the Custom Field has been created it will need to be placed on the templates for view.  
 Place the field on the View Account Template to see the data available.   Place the field on the Edit Account Template to input data into this field.   Almost all fields will need to be placed in both locations.

To follow the next 3 steps, click on the topic below:

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Chris Stickney (Support) Ext. 5673
Angel Davis (Support) Ext. 5756
Brooks Robinson (Support) Ext. 5748
Kellie Mendenhall (Consultant)      Ext. 5676
Aaron Burge (Installation) Ext. 5710


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