This article explains how to add and edit User Defined fields in Unity® Practice Management. 

General Information 

Coredata ships with a large number of predefined information fields. Occasionally clients may wish to store information on subjects not covered by these predefined fields. To solve this problem, Coredata also provides 4 user-definable fields. 

This maintenance option allows you to: 

• Add new user-defined fields
• Edit existing user-defined fields

How to Access this Option

1. Open the Coredata program

   

2. Click Maintain on the top toolbar to enable a dropdown menu

3. Select User Defined Fields

   

How to Add, Edit, or Delete the Caption Displayed in a User Defined Field 

1. Select either the client or matter record in the main window
2. Click the required record to select it, and that record will turn blue
3. Add, edit, or delete the caption from any of the 4 fields above

4. Click Save