Define Custom Fields for Debtors

Creating Custom Fields allows your department to add data elements to the debtor screens that are specific to 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 the Custom Field
  • Add Custom Field to Debtor Template
  • Add Custom Field to Edit Debtor Template
  • Possibly create a drop down list to be used in Custom field

Define the Custom Field

Step 1: Navigate to Administration < Debtors < Define Custom Fields

Step 2: The Define Custom Fields box pops up

Step 3: To add a Custom Field, click in an empty box under the 'Display Name' heading. Enter the name and continue to enter the rest of the information in the same way. Here is an explanation of each heading:

a. Display Name: The name of the field that will show on the screen.

b. Type-Select a type of field:

    • String: any grouping of #’s or letters, with a maximum # of characters determined by you (50 is default).
    • Code: will give you a list of Code types. Remember code types will provide a drop down list, and any Custom Codes you have established are available.
    • 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

c. Code:
If the field is a code, select the code name from the available drop down list.

d. Maximum Size:  The maximum length of the data in the field, this is character length.

e. Viewable: Select Yes or No if this field is available to view.

f. Editable: Select Yes or No if this field can be edited.

g. Description: A description of the field (optional).

Step 4: Click 'OK' to finish.

To Edit a Custom Field, click on the field that you wish to Edit. The field will become editable, change the value.
**Keep in mind if you have a field that already has data in it of a value date, and then you want to change to a Code.  It is better to delete and recreate, rather than edit.
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 Debtor Template to view the data available and place the field on the Edit Debtor Template to input data into this field.  Almost all fields will need to be placed in both locations. 

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

  • Add Custom Field to Debtor View and Edit Templates
  • Possibly create a drop down list to be used in the Custom field

Main Support Line:

All Support Team Members (866) 684-7387
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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