Reference Edit Notes and Custom
The Reference notes and custom edit page allows users to edit notes and custom information for a Reference record. Once changes are made the user can click the Save button in the bottom right hand corner to commit changes to the database. Note: User permissions might be restricted by Form permissions, Bank permissions (if in Bank Level 3 Banks and Bank Level) or the record being locked.
Tab Strip
The tab strip at the top of the page allows the user to go back to the Reference Entry grid Selection, to the General page or Usage page. Audit will navigate to the Audit page and displays Audit information for the selected record.
Reference Fields
Field | Description |
---|---|
Notes | Free form text field for storing information |
Custom01 | Custom field for tracking client data not specifically tracked by CE |
Custom02 | Custom field for tracking client data not specifically tracked by CE |
Custom03 | Custom field for tracking client data not specifically tracked by CE |
Custom04 | Custom field for tracking client data not specifically tracked by CE |
Custom05 | Custom field for tracking client data not specifically tracked by CE |
Custom06 | Custom field for tracking client data not specifically tracked by CE |
Custom07 | Custom field for tracking client data not specifically tracked by CE |
Custom08 | Custom field for tracking client data not specifically tracked by CE |
Custom09 | Custom field for tracking client data not specifically tracked by CE |
Custom10 | Custom field for tracking client data not specifically tracked by CE |
Note: the labels for custom fields may be modified via the Custom Label entry form.