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User Defined Fields are boxes you create to hold specific information about a family, child, employee or vendor. They may be text boxes, dates, yes / no answers, or numbers. They are best used to record things that vary from family to family (or person to person) like their exact income, whether they qualify for a certain government program, or the date they were approved for something.
Getting There
- From the Procare Home screen click Configuration > System.
- Go to Data Management > Tracking Items & User Defined Fields > dbl-click User Defined Fields.
- Click a tab at the top depending on whether these fields will apply to the Account (family as a whole), Child, Employee or Vendor.
User Defined Fields
- To create a new User Defined Field click the top (blank) line and enter a Field Name like “Income”.
- Then choose a Field Type of True/False, Date, Number or Text. Add Tool Tip Text (optional) if more info is needed to explain when to use this field. Then tap Enter to create a new (blank) line.
- Click Expose and choose which locations have access to this field.
- Use the Up & Down arrows to change the order as needed then click Save > Exit.
| Article ID: KB0037 (frmUserDefined) |
Created On: 4/27/2009 10:24:13 AM |
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