Create new drawers and indexes

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To create a new drawer or index, you'll need to contact Support and give the following information.

  • Name of drawer.
  • Name and order of indexes.
  • Behaviour of each index (for example, lookup list, drop-down, text, or date).
  • Any parent relationship between drop-down indexes.
  • Which indexes are to be set.

It can help if you also give details of an existing similar drawer as an example.

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Internal only

Before creating a new drawer, ask the customer if the contents might fit in an existing drawer or, if not, is there a drawer that just needs an index value for these contents?

To create a new drawer or set up a new index, you’ll need the information in the list above, the Firm ID, and Database ID. Then follow the steps in Internal: Resolver procedures for creating a new drawer.