Getting There
- Look Up a Family/Child, employee or vendor.
- Click the User Defined Fields icon (grid with a pencil) on the toolbar of the account, child, employee or vendor.
Enter data in User Defined Fields
Just type information in the fields that apply to this account, child, employee or vendor - then click
Save > Exit.
Print User Defined Fields
You may print a
Standard Report such as one of those located under
Reports > Standard Reports > Family Data > User Defined. Another option would be to use the
Data Viewer to select only those fields you want included. There are default “views” that include User Defined Fields at the account or child information level.