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Reporting

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 is
    True
     if the checkbox marked, or
    False
     if 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 the
    List
    :
    • Select
      More
       next to the
      List items
    • Enter an
      ID
       (up to 11 alphanumeric characters) for each value.
    • Enter a
      Description
       (up to 30 characters) for each value.
      note
      The
      List
       field 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 the
    Length
     field.

This article applies to:

  • Product: Practice CS
  • Subject: Reports

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