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Selecting multiple values for user-defined fields

You can select more than one value for single-instance and multiple instance user-defined fields if the your administrator has defined the fields as Multi Select.

A multi-select field for a single-instance, user-defined tab displays as a gray, read-only list box that displays the selected codes as a comma-delimited list.

The Select Values window contains two columns of text:

To move values between the two columns, click the Left and Right arrow buttons located between the Available Values column and the Selected Values column.

All fields listed in the Selected Values column will be saved for the loaded customer when you click the Save button.

If you click the Cancel button, when the page reloads the selected values will revert to the previously saved values (if any).

If no values exist for a single-instance, multi-select field, no values will display in the Selected Values column.

Note: If you make changes to a multi-instance tab, you must save or cancel your changes before selecting another tab. If you make any changes in a multi-instance, user-defined tab and attempt to change tabs, a message asking you to save or cancel your changes is displayed.

In This Section

To select multiple values for a user-defined field

To enter single-instance user-defined information

To enter multi-instance user-defined information

To delete data from a multi-instance, user-defined record

To view multiple-select fields

To view read-only text fields

To view data on multiple-instance, user-defined tabs in a non-grid format

To view or edit data on multiple-instance, user-defined tabs

See Also

Data entry features

About Customer Portfolio data fields

Field Focus

Duplicate Record Checking

Address Verification

To select data from a drop-down list

Reviewing undefined values

Date field data entry

Company flow down

Working in Data Grids

Using the Clipboard Icon


ASI logo 10.6 Production Release. Updated 2/23/2006 1:26:54 PM
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