Extra tab

Last modified 07:45, 24 Apr 2017

Overview

The Extra tab displays additional information that the practice wants to collect or carry out in connection with a Contact or Client. The fields on the tab represent custom categories and custom fields that the system administrator sets up using the Maintenance menu.

What you can do on the Extra tab

In most cases, you will create the information on this tab using Step 2 of either  the Add New Contact Wizard or Add New Client Wizard accessed from the main menu — File > New > Client or Contact. However, you can also use this tab to create, edit and delete any of the information shown in the Value field.

The following fields are available on the Extra tab:

Field....

What it is....

Mandatory

This icon File:dirname/central/040_Contacts+and+Clients/080_Contact+or+Client+Page%3A+Extra+tab/icon_mandatory_extra_field.gif in the column tells you that it is a mandatory field and that you must enter a value. The name will also be displayed in red. The default sort order displays mandatory fields first in the list.

Type

This column tells you whether the information on the line is a custom field or category.

This icon File:dirname/central/090_Glossary+and+Definitions/110_Custom+Fields/icon_extra_cat.gif indicates a custom field.

This icon File:dirname/central/040_Contacts+and+Clients/080_Contact+or+Client+Page%3A+Extra+tab/icon_custom_field.gif indicates a custom category.

Name

This column displays the name of the selected field or category.

Value

Select from a drop down list or type information into the field.

Data Type

This shows the type of data you can expect to enter in the value field:

  • Text indicates it is a text field

  • Date  indicates a date selection from a drop down box

  • Number indicates a numeric field

  • Flag indicates a check box for completion.

You can both group and sort the information in the page. To group by a column heading, drag the column heading to the grey area above the list. To sort, click a column heading to sort the list by that column in either ascending or descending order.

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