Practice Manager only
The procedure for entering extra field and extra list information is the same for contacts, clients, (AE) suppliers, (AE) assignments and employees. The Extra tab on each of these pages is used to do this.
Extra lists are used mainly as sort criteria for reporting. Extra fields are a useful way of storing information which does not logically fit elsewhere in the contact, client, supplier, assignment or employee’s information.
(AE) You can enter extra information as part of the setup when using the Create or Add New wizard for contacts, clients, suppliers or employees.
You can sort, group or filter the fields to control the entries displayed in the table. See Organising your data.
Mandatory items are shown in red text. You need to select a value for these items before you can proceed. Extra information can be specified as mandatory in
Maintenance > (AO) Maintenance Map > User defined > Extra Fields/Lists/Types. This is also where they are defined as being applicable for different contact types.
The Field Type column displays whether the information on the row is an extra field or list.
indicates an extra field.
indicates an extra list.
New extra fields and categories are created in Maintenance > User defined > Extra Fields/Lists/Types. If you require new extra fields or categories to be available, ask your system administrator to set them up for you.
Find and open the contact, client, (AE) supplier, (AE) assignment or employee.
Click the Extra tab. The tab displays all the extra fields and lists that have been defined for use for the selected record.
Click the Value column against the item you want to enter a value for. For an extra list, select the required value from the drop-down. For an extra field, type the value in the Value field.
Click another area of the list or press [Enter] to save the entry.
Click OK to save the information and close the page.