Group User Defined Field

Group User Defined Field

The Group User Defined Field is a field that can accept any value. The name of the field can be changed from the Account Profile tab. Once changed, the label will appear the same for all group clients. Information can be added to the field when a new group is created or edited.  This field can be included in many reports.





Group User Defined Field

  1. Click the Account icon .
  2. Click Account Profile.
  3. Click the edit icon  next to the current label for the Group User Defined Field.
  4. Make changes.
  5. Click the save icon .
Data can be added to the group user defined field when a group is added or edited.  This data will be available as a column in most reports.


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