Custom fields
You can set up custom fields for many objects in Practice CS. With custom fields, you can store information for which Practice CS doesn't give a defined field.
Objects you can set up custom fields for
- Offices
- Staff
- Activities
- Clients
- Engagements
- Time & Expense Entries
- Invoices
- If you have the Project Management module:
- Projects
- Tasks
- If you have the Client Management module:
- Notes
- Phone Calls
- Phone Messages
- If you have the Staff Management module:
- Scheduled Phone Calls
- Scheduled Benefits
- Meetings
- To Do Items
- Continuing Professional Education (CPE) Courses
Custom field types
- Checkbox:Displays a checkbox followed by the field description. The value isTrueif the checkbox marked, orFalseif the checkbox is cleared.
- Date:A valid date. Includes a date picker.
- List:Lets you specify a finite list of valid values. Only the values on the list can be entered into the field. To create theList:
- SelectMorenext to theList items
- Enter anID(up to 11 alphanumeric characters) for each value.
- Enter aDescription(up to 30 characters) for each value.noteTheListfield will include a dropdown list including the valid values from which you can select the value.
- Number:A numeric value. Includes a dropdown that will show a calculator.
- Staff List:Any staff member set up in the database. Includes a dropdown list that shows all staff members set up in the database.
- Text:An alphanumeric value. The text value may be up to the number of characters specified in theLengthfield.
