How do I set up Unique (User Defined) Fields for my company at a Branch level?

Note: You cannot access these settings until you have granted your User account access to the Branch that you are editing

From the User Fields tab, values can be added to the custom user fields. The fields in this tab will differ between companies depending upon how they set up their system. Speak to your administrator for more information about User Fields and the values you should enter into them. To set up a Branch’s User Fields:

1. Go to the User Fields tab
2. Add values into the field(s)
3. Select Save
4. To remove changes without saving them, select Refresh