Overview
Simple profile types allows you to define additional fields in the system that can be used for reporting and filtering of lists. Examples can be seen on Articles, Companies and People screens
How to use Simple Profile Type
- Decide the name of the field you want to use
- choose the type of information that can be stored here
- String is letters and numbers
- Number is decimal number
- Boolean is true or false
- enum is a list of values
- Set the usage to determine where in the system it will apply
- User Maintainable - determine if the user can change it
- Use Dropdown to select from or show entire list with radio buttons
- Enter values and save to create a list to chose from
- Should be available in the system immediately Note you can disable the field if you want to hide it in the system.
General Tab
- '''Business Entities''' - People or Companies in the system
- '''Relationships''' - Debtor or Creditor
- '''Items for Sale''' - Articles or Services
- '''Facilities''' - Facilities
- '''All''' - all the above
- They can be user maintainable so users can enter their own values
- Dropdowns can be used to select from previously used values Simple Profile Types can be of type
- '''String''' - letters and numbers
- '''Number''' - number only
- '''Boolean''' - checkbox
- '''Enum''' - a list of values
Where used Tab
Shows where the particular field has been used and values placed into it