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client_defined_fields

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client_defined_fields [2024/08/27 13:38] – tina.roblesclient_defined_fields [2025/08/08 14:10] (current) – tina.robles
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 Each client defined field has an associated Item Order.  The default order is alphabetical with new records being added with a value one greater than all the client defined fields.  This field is used in tableau reporting and only the first 10-15, depending on type, can be reported on in tableau.   Each client defined field has an associated Item Order.  The default order is alphabetical with new records being added with a value one greater than all the client defined fields.  This field is used in tableau reporting and only the first 10-15, depending on type, can be reported on in tableau.  
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 +-----
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 +Clients can create custom CDFs for tracking/reporting purposes.
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 +The following client defined fields should not be edited by the client. These fields are used internally:
 +
 +  * WAITING IN CLIENT SUMMARY
 +  * CLAIMS ON HOLD SUMMARY
 +  * DEDUCTION TYPE
 +  * BACKUP LAST REQUESTED DATE
 +  * BACKUP RECEIVED DATE
 +  * BACKUP EMAIL URL
client_defined_fields.txt · Last modified: 2025/08/08 14:10 by tina.robles

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