• User Defined Data
  • About User Defined Data
  • Create a context menu
  • Creating User Defined Data
  • Linking User Defined Data to a Cell
  • Modifying User Defined Data in Form Mode

About User Defined Data

CaseView can store client specific information in user defined fields. Fifteen user defined fields are available. Enter information such as the name of the company or the year end date into user defined fields.

All CaseView documents created for the client share the same user defined information. This information can be linked to cells in the CaseView document by way of a cell calculation. This saves retyping the permanent information required for a CaseView document.

Related Topics

• Creating User Defined Data
• Linking User Defined Data to a Cell
• Modifying User Defined Data in Form Mode