BalanceAAP > Data > Advanced > User Fields

KEY TOPIC:

• Create a Custom Field

Create 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 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 a user field will delete any data in the field in all plans.

Master Plan User Fields