Custom fieldview editor
The
custom fieldview editor
is a dialog in which you can add, edit, or delete custom fieldview items for specific fields. You may want to use this dialog to add multiple items for a field, or to edit or delete an item that was entered incorrectly. Custom fieldviews are available for certain fields in which you likely enter the same information repeatedly, such as the
City
or County
fields on the Clients setup screen. In these fields, you can either enter information manually or choose it from a list of entries.You can add items to the list of existing entries by entering text and then pressing CTRL+S while the cursor is still in the field. Alternately, you can right-click within the field and choose Add from the context menu.
To edit existing fieldview items, follow these steps.
- Highlight an item in the left pane and click Edit.
- Within a custom fieldview field, press CTRL+W (or right-click and choose Edit from the context menu). The editor dialog for that field opens.
- In the right pane, make any necessary changes to the information.
- Click Enter to save your changes.
- When you are finished, click Done to close the editor dialog.
You can also use the editor to add and delete items from the fieldview. Follow the same steps to open the editor dialog, and click Add to add new items, or highlight an item and click Delete to delete it.