NextGen Knowledge Center

Set Up Selections for Client-Defined Fields

  1. Open File Maintenance, and then select Master Lists.
    The Master Lists List window opens.
  2. From Master List, select the name of the client-defined field that was entered in the Enterprise Preferences window.
    Select the client-defined field from Master List

  3. Select the file icon, and then select New..
    The selected master lists window opens.
    Add Address Type Information

  4. In the Master List Defaults tab, enter a description.
  5. In the External tab, select the file icon, and then select New.
  6. Enter details in the External ID and External System fields.
  7. To add another field selection, select Next.
  8. To close the window, select OK.
Set Up Selections for Client-Defined Fields