Adding/entering extra field information on a client

Once you have created new extra fields, you will need to update your database.

The procedure for entering extra field 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 fields are generally used to record unique data such as date of birth and can used for reporting.
• (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.

The Field Type column displays whether the information on the row is an extra field or list.

 indicates an extra field; where you type the ABN, TFN, IRD or Date of Birth for example.

Entering extra list information on a client, contact, supplier, assignment or employee

1. Find and open the contact, client, (AE) supplier, (AE) assignment or employee.

2. Click the Extra tab. The tab displays all the extra fields and lists that have been defined for use for the selected record.

3. Click the Value column against the item you want to enter a value for. For an extra field, type the value in the Value field.

4. Click another area of the list or press [Enter] to save the entry.

5. Click OK to save the information and close the page.

New extra fields and categories are created in Maintenance > Maintenance Map > User defined > Extra Fields, Extra Lists or Extra Types. If you require new extra fields or categories to be available, ask your system administrator to set them up for you.