Add a Code Custom Data Field

  1. Select a field from the Custom Fields panel to edit the Custom Field Details.
  2. Enter or edit the Field Name and select Code from the Field Type drop-down list.

  1. Select the Is Required check box to make the custom field required.
  2. Select Is Visible to make the custom field visible.
  3. Select a Code Type to define the possible responses.

NOTE: Unique codes can be created in Preferences and added here. See Configure Custom Codes Preferences for more information.

  1. Select the Display Field for how the code type displays (either Code or Description).
  2. Select a Default Value, if desired, that appears in this field.
  1. To edit a Code custom field, select it from the Custom Fields panel, and make the desired changes.

NOTE: Admin automatically saves the changes you make. A notification pops up at the bottom to verify changes have been saved.