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About Customer Portfolio data fields

Most fields on the Manage customers window do not display standard field labels to the left of each field. Instead, the field name is contained within the field as gray text. As data is entered in the field, the text changes to black as shown in the following example:

Fields in the Name area (Manage customers window)

Fields on the Manage customers window are shown using different type colors or background colors to show their status.

See Also

Data entry features

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

Selecting multiple values for user-defined fields

Using the Clipboard Icon


ASI logo 10.6 Production Release. Updated 2/23/2006 10:39:03 AM
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