Add Extra Data

Use the Extra Data panel to add custom data to the account displayed in the Work Form. You must have the Create Extra Data Permission.

To add extra data

1. In the Reference Panel navigation bar, click Available Panels and then click Extra Data.

2. In the extra data code list box, click the code to add. Boxes appear for the selected code.

3. Complete the information for each box and then click Save. A new tab for the specified extra data code appears on the Extra Data panel.

Related Topics

Modify Extra Data

Create Extra Data Permission

Extra Data Codes