How do I use Custom Fields?
TaxCalc allows you to create your own fields to appear within a client's record.
Getting Started with Custom Fields
To start using custom fields, you first need to create them within Admin Centre. Follow these steps to create a custom field:
- Select Admin Centre from the home screen.
- Click on Applications.
- Double-click on Practice Manager.
- Click on Custom Fields in the left-hand list.
You will now be presented with the Custom Fields screen. This screen allows you to view, add and delete custom fields.
Creating a Custom Field
- From the Custom Fields screen, click on the Create Field button.
- This will open a new window where you can:
- give the field a label (which will appear next to the field within the client record)
- choose what type of field it will be (for example a tickbox or a date field)
- decide which type(s) of clients the field should appear in relation to
- choose the page that the box should appear on (you can also drag and drop the new field within the pages once it is created).
Once you have created a field, it will appear within a section called Custom Fields on the page you selected and for the relevant type(s) of client.
Editing a Custom Field
Using the above method, you can also edit a custom field and change anything you have already created. This will allow you to change any aspect of the custom field and its placement.
Deleting a Custom Field
While in Admin Centre, you can also delete a custom field. This will remove the field from all client records.
PLEASE NOTE: If the field is being used it will delete ALL data recorded in it, from ALL client records.
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