BalanceAAP > System Tools > Default User Fields

KEY TOPICS:

• Add a Default User Field

Create a Default Field for Reference or Data Tables

Important Note: Default User Fields will only apply to new plans, created after the field was added to the system. A total of five custom User Fields may be added to Data or Reference tables, including system defaults and fields added for a particular plan.

Add a Default Field

From the upperTable 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 as a column in the selected table for each plan under your organization's account.

Quick Tip: Navigate to the table in Data Tables or Reference Tables to view the newly added field: Scroll the table view to the right, as necessary. If a [Custom View] is applied to the Data or Reference table, open that menu to check the options to show or hide the new column.

Edit the User Field Name

After selecting the table from the upper drop-down, click the Field [Edit]Name icon to the left of the user field record.entry. Update the entry,Field Name, and click [Save].

Delete a Field

Select the field, and click [Delete].

Important Caution: Deleting an existing user field will delete all existingcurrent data entries in the field.

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 sub plans.