How do I create a custom field?

You can add custom fields to the editor for Patient, Staff, Contacts, etc.

To do this:

• Open up the editor/record (Patient/Staff/Contact etc.)
• Click the DESIGN tab at the top
• Now click ENTER DESIGN MODE
• You will see a button called ADD FIELD
• Click this and select the field you want to use
• Give the field a Display Name
• The Field Name will autogenerate based on the display name (this must be unique)
• If an area of the editor has been selected the field should appear in that area.
• If not it will be in the customisation window. Drag the field from here onto the editor where you’d like it to appear.
• When you’re done click SAVE DESIGN at the top
• Then when you have saved your work LEAVE DESIGN MODE

If you still have the Sample Database to hand, you can always practice there first!

Please Note: COv5 users must have the Forms module added to access this functionality.