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Comment: Published by Scroll Versions from this space and version 4.2

 

 

Complete this task to associate an account status a custom case field to a practice. The associated account status will field will then be available for selection in use on the practice's Account Status field Case page > General Case Information tab.

Step-By-Step Guide

Step

Instructions

1

From the Account Status Custom Fields pane on the Custom Fields page, select the account status associated custom field to associate with a practice(s).

2Mark the checkbox of the practice(s) in the Associated Practices pane to associate the account status.

 

 
custom field.

 

 

 

Panel
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titleRelated Topics

Custom Fields

Custom Fields

Account Status

Account Status Page

Creating Account StatusCustom Fields

Updating Custom Fields

Deleting Account StatusCustom Fields

Panel
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titleRelated Training/Support Documentation

Not applicable for this topic

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