This article applies to:

Create a user defined field in Practice Management

You will need to have an Administrator account.

Select Tools,
then Manage Support Lists
.

Select Manage User Defined Fields
.

Select an entity type to create the field for.

Select New.

Enter a name and label.

Select which entities the field applies to, the data type, and the format.

Choose where you want the field to appear in the program (for example, the Client List, Contact List, or Recipient List).

Save your changes.

Close Practice Management and re-open it.

note

You can apply your new field it to more than one entity type.

There is no limit to the number of fields you can create.