Creating Custom Fields

You may want customized data categories to be included in your records. In RPM, you can create a limited number of customized data fields for your data. This is done from the Options screen, using the instructions below.

You can create text fields for word-based data, or number fields for numerical data.

Instructions

1. In the Tools menu, click Options.

2. The Options screen displays.

3. Click on the Custom Fields tab.

4. Select the data category for the Custom Field by selecting it from the Section drop-down menu. The options are:

• Contact

• Expense

• Income

• Inspection

• Property

• Tenant

5. Any custom fields you create will be added to the selected Section.

6. To activate a custom field, do the following:

• For a text field, check one of the Show boxes to activate the custom item. Then enter the name of the field.

• For a number field, check one of the Show boxes to activate the custom item. Then enter the name of the field.

• Click OK.

5. The text and number fields you have added are activated in the specified Sections. They become active both in the item details for all items, and in the main screen grid display of the items.