Overview

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Extra fields record additional information about a contact, client or employee where the value can be different in each instance.

There are system extra fields such as Date of Birth, TFN (AU) and IRD (NZ)
You can add your own custom extra fields.
Extra fields can be included and filtered on in reports and also be used in Mail merges
Extra fields can be inserted into document templates to include the data in letters produced for clients.

Extra fields are displayed in the Extra tab on the Contact, Client, Supplier (AE), Assignment Details (AE) and Employee pages.

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In AO Classic, extras fields were known as UDF's

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User defined

Extra lists

Extra types

Creating, editing and deleting Extra Fields

Adding/entering extra field information on a client

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Versions Compared

Old Version 19

New Version Current

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics