Edit Custom Fieldview dialog

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use this dialog to add or edit items in a custom fieldview.

Example:

/_images/acct_pr/csa/customfieldviewexamples.gif

To open the Edit Custom Fieldview dialog, place the cursor in a City or Zip field that records address information for a client, employee, or vendor, and then press CTRL+W.

Tip: To quickly add an item to the drop-down list in a custom fieldview, simply enter the item into the field and then press CTRL+S.

See also: Keyboard shortcuts

Fields & buttons

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