Custom Information

Articles

Item 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 and viewed on the (vendor, payer, account, object) maintenance screen, as well as...
Items
Items are the title or caption for the data (the field). It is important that each item is a unique name throughout the system. A good way to ensure this is to precede the item with the category name. Then in menu security, the program will b...
Data Codes
Menu option is 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 Dat...

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