User Defined Data

The User Defined Data fields are created through the User Defined Groups in the System Setup.

If there are any user groups created they will appear under the User Define Groups heading. To add the group to this (Vendor, Product, Donor, etc.) click on the group created and complete the fields. Click on Save and a message displays The record was saved successfully.  Click Close when complete then using the dialogue box select the Name to or the Primarius feature (vendor, donor, product, etc.) to return to the active grid.

TO VIEW/EDIT

Locate the Group and click Edit, the group details page opens.  If any changes are made click  Save  and a message displays The record was updated successfully.

TO DEACTIVATE

Locate the field group and click Edit then select Deactivate.  The system prompts You are about to navigate away from the current page and any unsaved changes will be lost. Are you sure you wish to leave this page? Click No to return or Yes to continue and the system prompts again  Are you sure you wish to deactivate this user define data?  Click  Close  to return or  Deactivate  to continue and a message displays The record was deactivate successfully.