The User Defined Fields window allows you to define custom fields to display in client profiles. You can use these custom fields to record information you cannot record in any of the standard fields.
Example: You can create an "Allergies" field to record details about allergies to certain products and medications.
Select Data > Clients > Client User Defined Fields.
The User Defined Fields window displays.
In the User Defined Field box, type a name for the user-defined field.
In the Tooltip Text box, type a description of the information you need to enter in the field.
Tip: This displays in a tooltip when you place the mouse over the user-defined field.
Select Searchable in Client Textbox to allow employees to search for clients that have a certain response entered in the user-defined field. Type the search prefix to use when performing a search for responses in the Prefix Text field.
Example: If you created a "Preferred Beverage" user defined field you could use "PB=" as the search prefix. This would allow you to search for clients that prefer coffee by typing "PB=Coffee" in the Paying Client field.
Select Register: Notify if field is empty to display an alert on the Register when the client's profile does not have a response entered in the user-defined field.
Select Appt Editor: Notify if field is empty to display an alert on the Appointment Editor when the client's profile does not have a response entered in the user-defined field.
Entering Details in a User-Defined Field