1. Click Management
  2. Select User-Defined Fields under Database Configuration
  3. Select the Category you want to save this new User-Defined Field in
  4. Select New Defined Field
  5. Name the Field
  6. Select a Data Type; for information about the different Data Types, please see What does the Data Type on a User Defined Field mean?
  7. Click Next
  8. Select the Field Application (i.e. where the field will be stored in the database); for information about the different Field Applications, please see What does the Field Application on a User Defined field mean?
  9. Click Next
  10. If you would like to utilize these options mark the appropriate box; please note that if we make this field required, it will be required for all new accounts/transactions in the database
  11. Click Next
  12. Select the Display Type; please see What does the Display Type on a User Defined Field mean?
  13. Click Next
  14. If you have Advanced Security added to your database, we can restrict access to this field by marking the appropriate check boxes. If you do not have Advanced Security, or if you would like all users to be able to view this field, you may proceed to step 15
  15. If you selected either Selection from a Set of Values or Allow Assignment of Only One Item on Step 12, we'll need to assign values to the User Defined Field
  16. In the Add Value tile, type your first value
  17. Click Add Value
  18. Repeat this step until you have added all of the values you need
  19. Click Save and Finish