Adding Fields to the Screen

This requires Administrative privileges in Revenue Results.

In Revenue Results, it is easy to add new field so that you can keep track of the data that you need. This is a multi-step process:

1. Create a Code Type **Optional**
2. Create the Field.
3. Add the Field to the screens that you want it on.

Step 1: Create a Code Type **Optional**

If the field that you need will always use the same few items of data, you may want to create a Code Type for it. Remember: A code will create a drop down list of choices. An example is if you needed a field to enter debtor’s marital status. The valid data would be Married, Single and perhaps divorced. By creating a Code Type for this, you would assure that only the proper input would be entered and that it would not ever be misspelled or otherwise incorrectly entered. Code types would not be appropriate for something like Social Security numbers where many inputs are valid.

To create a Code Type using the marital status example from above:

Step 1: Click on Administration > Other > Define Code Types (if you do not have an Administration menu, you do not have administrative rights in Revenue Results. Contact your administrator)

Step 2: Click  to create a new Code Type.

Step 3: Type the name of the new Code, in this case, Marital Status.

Step 4: Click in the boxes beneath 'Code' and enter the valid inputs for this Code Type as seen below.

Step 5: Click Save Changes. For a more in depth look into Code Types, click here.


Next: Create the Custom Field

Custom fields can apply to either Debtors or Accounts. Something like Marital Status would apply to Debtors, while something like Account Status would apply to Accounts.

Step 1: Determine whether this Custom Field will apply to Debtors or Accounts.

Step 2: Click on Administration > Debtors or Accounts (whichever you decided) > Define Custom Fields
For this example, we are using Debtors

Step 3: The Define Custom Fields box pops up (you may see previously defined fields also)

Step 4: To add a Custom Field, click in an empty box under the 'Display Name' heading. Enter the name. I entered 'Marital Status'

Step 5: Select a Type. Choices are: Code, Date, Float, Integer, and String. You can only choose Code if you have created the code that you want to use. (See Step 1) String is a line of characters. This could be something like a name, address or phone number. Date accepts a date formatted as mm/dd/yyyy. Integer accepts whole numbers. Float accepts numbers with decimals.

I chose 'Code' and used 'Marital Status', the Code we created.

Step 6: Depending on which Type you chose, some of the other boxes will become available. Enter the information as you want it.

Step 7: Click 'Save Changes' to finish.


Add the Field to the screens that you want it on

In order to use the Custom Field that you have created, you must put it into one or more templates. If you want to view it on the screen, you must add it to the View template and if you want to be able to edit/enter data into it, you must add it to the Edit template. We will do both with this example.

Step 1: Click Administration > Debtors > Define Debtor Templates > View Debtor

Step 2: Select the 'Template Section' that you want to put the Field on. We will use ' Main Information'.

Step 3: Click  to edit the template.

Step 4: In the first empty box in the Label column, type Marital Status. Click the empty box in the Field column,  and select Custom Field.Marital Status. Select the other information as desired. See below for a screenshot of this.

Step 4: With the information that you have entered highlighted, you can use the up and down arrows to move this new field where you want it on the template. I moved Marital Status below Name. See below.

Now let’s go view a debtor to see the result of our efforts. There is a new field called Marital Status. But it is blank. We can't enter a debtor’s Marital Status until we add this new Field to the Edit Debtor Template.

The Next steps are basically the same as steps 1-4, but using the Edit Debtor Template.

Step 1: Click Administration > Debtors > Define Templates > Edit Debtor

Step 2: Select the tab of the template to edit. We will use ' Main Information'.

Step 3: Click  to edit the template.

Step 4: Select the first empty box in the Label column,  and type Marital Status. Select the empty box in the Fields column, and select Custom Field.Marital Status. Select the other information as desired. See below for a screenshot of this.

Step 4: With the information that you have entered highlighted, you can use the up and down arrows to move this new field where you want it on the template. I moved Marital Status to right below Name. See below.

Step 5: Click Save Changes.

Step 6: Click Save Changes to save the template.

Now let’s go edit a debtor to see the result of our efforts. With a debtor open, click 'Edit Debtor' in the Actions panel. There is a new field called Marital Status. It is displayed as a dropdown box with the option to choose Married, Single and Divorced.

For more information on Editing Templates click here.

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