Setup

Some uses for custom fields


 

Custom fields - Item

You might want to use a custom field to display and print the weight of your items.

To do this, you would label one of the custom fields Weight. Then, every time you create an item record, you could enter the weight of the item in your Weight field in the Item Information window and use the report design feature to select the Weight field and display the weight of the item on item sales and purchases reports and on most inventory reports. [Using the Report Fields tab (Report Customization window)]

Custom fields - Card

You could also use a custom field on a card to show the date of an employee's last performance review, for example, and print a Card File report showing that information.

To do this, you would label one of the card custom fields Performance Review. Then, every time you reviewed an employee's performance, you could enter the date of the review in your Performance Review field in the Card Details view of the Card Information window of the employee's card. Then you would use the report design feature to select the Performance Review field so that the date of the review will display on the report you want to view. [Using the Report Fields tab (Report Customization window)]

Printing custom field entries on forms

You can print the custom field entries for cards on forms for which the cards custom fields are available. For the fields to print, you must perform an additional step; you must first add the field to the form. (To add data fields to a form)

You can also print custom field entries for items on item sales, item packing slips and item purchases. (To add data fields to a form)

Step by step

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