Navigation:  Admin > Configuration Functions > Profile Data

Click on .

 

This will open a full list of the Profile Data  set up for  Contact, Entities or Clients.

 

 

To add a new Profile item, click and a new row will be added to the bottom of the existing list.

•Label Column -  type the Profile item in here

•Description - type a description in here

•Data Type - select from the drop-down list. Data Types are:

•Big Integer- Number over 2 billion without decimals

•Boolean - True/False

•Currency - must be in currency ($1,342)

•Date - must be in date format (12 Jun 2005)

•Date and Time - must have both a date and time in

•Decimal - Must be numerical with decimal place (12.5)

•Integer -number less than 2 billion (no decimals)

•Percent - Must be a percentage (25%)

•String - Must be text

•Time - must be time format (1600)

The selection determines the way the Profile field must be completed in the Client, Contact or Insurer area.

 

•Size - Allows selection of maximum number of characters in the area here.

•Decimals - Allows selection of maximum number of decimals here

•Table - select where you want this Profile Item to appear (Client, Contact or Insurer)

•Sort Order - Allows selection  the order in which the Profile Items will appear in the Client, Contact or Insurer area

•User Created - This defaults to selected when a new Profile Item is added

 

Contact Profile Items example

 

 

Note: When completing the Profile Items in the Contact, Client and Insurer areas,  it will be only necessary to complete the Item Value Field.

 

Remember to  click to save.