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Custom fields are a way to add any additional information required by your company that is not already listed in one of the DCI wizards. Custom Fields can be created for the following items:
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To View Custom Field Values:
- Login Log in to your profile via the DCI website
- Navigate to the desired details page
- Choose the ‘Custom Fields’ Custom Fields tab
- This will display the Custom Fields table where you can view /and filter the values for the desired object.
NOTEPlease note:
Users who have access to the Report Module can view Custom Field Values across multiple objects on the Custom Field Values Report
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The results can be compared to the appropriate item type report using Excel Vlookup
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For example, to see all custom field values for Employee Profiles, the user would run a Custom Field Values Report and an Employee Report and compare the ItemID on the Custom Field
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Values Report to the ProfileID column on the Employees Report
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Customer Fields can be created for the following items:
Client Profile
Employee Profile
Funding Source
Authorization
Residential Program
Day Program
Case Worker
Group Service
Parenting Program
Guardian
Vendor
Cost Center
Service Code
Regions
Client Funding Account
Employee Service Account
Client Service Account
Vendor Service Account
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