Articles
Item Categories
Item Categories
Settings > Categories
The option exists to add custom fields to various maintenance screens, such as Vendors, Payers, Accounts, Objects, etc. Any custom information fields can be edited an...
Items
Items
Settings > Accounts > Custom Information > Items
Items are the title or caption for the data (the field).
Each item must have a unique name throughout the system. A good way to ensure this is to precede the item wi...
Data Codes
Data Codes
Settings > Object Tracking > Object Types > Custom Information
Select the appropriate View Type . Click to highlight the category and click Items . Click on an Item and click Data Codes . This only applies if Has D...