BalanceAAP > Data > Advanced > User Fields

KEY TOPIC:

• Add a Custom Field
• Master Plan User Fields

If you are an Administrator and would like a custom user field to apply across your organization's balanceAAP account, see:

• Default User Fields

Create a Custom Field for Reference or Data Tables

Important Note: For best system operation, add the user field prior to Data > Import.

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 or Reference 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 as a column in the selected table for the particular plan or the Master/sub-plan set.

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]