Topic results Custom Fields

CCH Central
Entering custom field and category information (Extra fields)
This document outlines the use of custom categories and fields for organizing information related to contacts, clients, suppliers, and employees within a system. It details the process for entering and managing this extra information via an "Extra" tab, which includes options for sorting and grouping data. Mandatory fields are highlighted, and instructions for adding values to custom fields and categories are provided. Users are encouraged to request the creation of new custom elements through their system administrator if needed.
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CCH Practice Management
Custom Fields
The document provides instructions for setting up and deleting custom fields in a user-defined maintenance system. Custom fields can record unique information, such as Date of Birth, and appear under the Extra tab on various pages like Assignment, Contact, and Employee. The setup process includes naming the field, selecting display options, making it mandatory, and choosing the data type. Deleting a custom field involves selecting it and confirming the deletion, with a reminder that it will be removed from all associated records.
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