BalanceAAP > Data > Advanced > User Fields

KEY TOPIC:

• Create a Custom Field
• Master Plan User Fields

Add Custom Fields for Organization-specific Data Fields

Add a Custom Field

To accommodate data that falls outside of the balanceAAP default structure, up to five custom User Fields may be added to Data Tables.

From the upper drop-down, select the balanceAAP table to which the field will be added, and click [Add]. Enter a name for the field, and click [Save]. This field will now appear in the selected table for each plan under your organization's account.

Delete a Field

Select the field, and click [Delete].

Important Caution: Deleting an existing user field will delete data in the field from all plans.

Master Plan User Fields

The function to [Add] User Fields is only available in the Master Plan; the fields added in a Master Plan will apply to all associated sub plans.