Creating Custom User Fields
  • 16 Feb 2024
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Creating Custom User Fields

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Article summary

Outline – System Configuration – Creating Custom User Fields

Custom User Fields (CUFs) - https://bryt-product-guide.document360.io/docs/custom-user-defined-fields

  1. Creating/Adding Custom User Fields – 
    1. Explain Field Type Index – Numbering structure for the list of CUFs
    2. Custom Field Category – Loan or Contact
    3. Explaining data type options
    4. Default Value checkbox – to designate a default value across all Loans/Contacts
  2. Reviewing the added CUF under the Loan/Contact