Add Miscellaneous Extra Data

Use the Add Misc Extra dialog box to add miscellaneous extra data for the account displayed in the Work Form. You can add miscellaneous information manually, or it can come from an import of customer data (including unmapped data). You must have the Create Misc Extra Data Permission.

To add miscellaneous extra data

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

2. In the Reference Panel toolbar, click Add Misc Extra.

Extra Title: Label that represents the extra data.

Extra Information: Extra data value.

3. Complete the information and then click Save.

Related Topics

Modify Miscellaneous Extra Data

Create Misc Extra Data Permission