WORKPAPERS CS
Use custom fields to track information that is not tracked in the application's default configuration.
Note: For each custom field that you set up, the application creates a corresponding variable for use in the Report Designer.
Choose Setup > Clients and then click the Custom Fields tab.
Any custom fields previously defined for this data-entry screen (in the Setup > Custom Fields > Clients screen) will appear in this tabbed page.
You can select one of the following field types.
- Checkboxes
- Date fields (with an on screen calendar attached)
- List (drop-down that is customizable)
- Number fields (with an on screen calculator attached)
- Text fields (up to 30 characters in length)
- Staff list (drop-down with a list of active staff members)
See also: Setting up custom fields
Fields & buttons
The fields and buttons available in this tab depend on the custom fields that have been set up for the Clients screen in the Setup > Custom Fields > Clients screen.
Related topic: Creating list entries for custom fields
Internal Employees