Skip to main content

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Products

Legal

Trade & supply

Tax, audit & accounting

Corporate tax

Risk & fraud

Books

Recommended products

Questions? We are here to help.
Contact us

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Setup

Custom fieldview editor

The
custom fieldview editor
 is a window where you can add, edit, or delete custom fieldview items for specific fields. You may want to use this window 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 select 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 select
Add
.
To edit existing fieldview items, follow these steps.
  1. Select an item in the left pane and then select
    Edit
    .
  2. Within a custom fieldview field, press CTRL + W (or right-click and select
    Edit
    ). The editor window for that field opens.
  3. In the right pane, make any necessary changes to the information.
  4. Select
    Enter
     to save your changes.
  5. When you are finished, select
    Done
     to close the editor window.
You can also use the editor to add and delete items from the fieldview. Follow the same steps to open the editor window, and select
Add
 to add new items, or select an item and select
Delete
 to delete it.

This article applies to:

  • Product: Practice CS
  • Subject: Setup