#55336 - 10/17/17 03:24 PM
Optional fields
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Casual
Registered: 07/31/15
Posts: 10
Loc: Victoria, BC
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We require more optional fields to record student names and grades in the A/R module. Is there anyway to add more String Fields for text? The date and unit fields are of no use for us, and there seems to be room for at least 12 optional fields under the accounting tab for the customer, which would be so very useful to us! Thanks.
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#55338 - 10/17/17 03:49 PM
Re: Optional fields
[Re: Softrak Support]
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Casual
Registered: 07/31/15
Posts: 10
Loc: Victoria, BC
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Hi, thanks for your response. I want to be able to view the information on Gridview and export it to Excel. I did try using the contact tab, as I thought that would be perfect, but I can't get it to show up on Gridview?
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#55340 - 10/17/17 04:00 PM
Re: Optional fields
[Re: Softrak Support]
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Casual
Registered: 07/31/15
Posts: 10
Loc: Victoria, BC
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Okay, I will try that tomorrow. But will it have the other information I need from the customer, like customer number, name etc. so I know which contacts go with which customer accounts?
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#55348 - 10/18/17 09:33 AM
Re: Optional fields
[Re: Steve Schwartz]
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Casual
Registered: 07/31/15
Posts: 10
Loc: Victoria, BC
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Hi Steve, Thanks for the suggestion. We have more than just Kindergarten to grade 12, we also have daycare and preschool, and there is no graduation date. I'm going to try the contacts and see if I can manage to get everything I need onto 1 gridview using the other suggestions I received.
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#55349 - 10/18/17 10:57 AM
Re: Optional fields
[Re: Douglas Dickie]
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Casual
Registered: 07/31/15
Posts: 10
Loc: Victoria, BC
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Thank you, that looks like it is going to work for us.
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