Saturday, 11 August 2018

Entity Data Fields

With the latest update, we have added Data Fields for Entities. This option has been added for all the entities under Entity management and is to be used for storing any extra data about entities that isn't present in the header fields.

For example: Contract Expiry, Account Manager, Secondary Address, Etc. You  can create any number for data fields for each Entity Type.

To create Entity Data Fields, go to Admin > Master Tables and select "Data Field Definitions". Select "Entity Fields" and then the Entity type from the drop downs. Click the create button to add new Fields each with a unique name and code. 



All these data fields will be shown under Entity Data tab on the Entity Detail page for specific entities.





For any questions or concerns, please contact TrakIT Support.

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