Other 'Static' Fields

This feature has the capability of utilizing up to forty (40) User-defined fields -- that are 'static' in nature (namely they are designed to be used for information (per-Client/Individual) that does not change much -- and that are not intended to be used in dynamic searches.

 

The User-defined fields are divided into four types (10 each):

 

 

The String fields are alphanumeric (text) fields.

Each String field can be up to 45-characters.

 

The Numeric fields are integer (whole number) fields.

Each Numeric field can be up to 10-digits

 

The Amount fields are 2-decimal numeric fields.

Each Amount field can be up to 7-digits to the left of the decimal, and 2-digits to the right.

 

The Date fields are MM/DD/YYYY fields.

Years entered as YY are assumed to be of the current Century.

 

Prerequisites

 

These Other (static) fields are accessed via the 'Other' Tab of Client Maintenance -- and are split into two 'sub-tabs' of information:  Other-1 and Other-2.

When one the 'Other-1' Tab, hit the 'Other-2' Button to toggle to Other-2 -- and vice versa.

The Other-1 Tab contains:

The Other-2 Tab contains:

 

The setups for the Other (static) fields Label Prompts is done by the System Administrator in Company Setup -- under Client User Labels 1 (for the first set of five, for Other-1) and Client User Labels 2 (for the second of five, for Other-2).

 

The screen below illustrates how these fields look as they are presented in Client Maintenance under the 'Other' Tab:

 

 

The screen below illustrates the display of the Other-2 Sub-Tab of Client Maintenance (using generic field label prompts):