Individual User Defined Field

The Individual 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 individual clients. Information can be added to the field when a new individual is created or edited.  This field can be included in many reports.

Individual User Defined Field

1. Click the Account icon .
2. Click Account Profile.
3. Click the edit icon  next to the current label for the Individual User Defined Field.
4. Make changes.
5. Click the save icon .
   

Data can be added to the individual user defined field when an individual is added or edited.  This data will be available as a column in most reports.

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