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

Step-By-Step Guide

Step

Instructions

1

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

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

 

 

 

Related Training/Support Documentation

Not applicable for this topic

Search this documentation

  • No labels