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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 rights might be restricted by Form rights, Bank rights (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.
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 |
