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
1. String is letters and numbers
2. Number is decimal number
3. Boolean is true or false
4. 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 Maintenance or Creditor Maintenance
Items for Sale - Articles or Services General Overview
Facilities - Facilities as used in Strata Management
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

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