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Custom Fields

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Custom fields are used to store additional information about a contact, client, employee, supplier or assignment that is not held anywhere else in the system. The value for a custom field has to be entered for each contact, client, employee or supplier; you do not select from a pre–defined list. Use custom fields for any unique information you want to capture for a contact/client/employee/supplier/assignment that does not have a set of values that can be defined, for example date of birth, tax file number or annual turnover.

These fields allow you to sort, group and filter information in your database.

A Custom field is identified by this Custom Fields icon icon.

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CCH Practice Management

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