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To enter multi-instance user-defined information

If you use the first field on a multi-instance window tab as a key field, the first field must have a Type equal to Char and a general lookup/validation table. This field acts as the key field that allows you to stack data. For example, you may have a questionnaire that is distributed to customers, and you want to track responses for each occurrence. The questionnaire would be entered one time for each ID and could be tracked by the distinct name (key field).

Note: When creating a general lookup/validation table for a multi-select field in a user-defined table, the Description field on the Set up general lookup/validation window must contain a unique value for each Code.

  1. From Customers, select Manage customers to open the Manage customers window.
  2. Open the customer's record.
  3. Select the specific window tab in which you want to enter data.
  4. Place your cursor in the first field of the bottom (empty) row. A drop-down list will display.

    Note: To select values for a field defined as a multi-select field, click the drop-down arrow on the field to open the Select Values window.

  5. Select a value. Repeat this step for each additional field in the row.
  6. Click Save.

See Also

Entering User-Defined (Custom) Data

To enter single-instance user-defined information

To edit a multi-instance user-defined record

To view a multi-instance user-defined record

To delete a multi-instance user-defined record


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