Custom Fields can be created to hold information that Access People Planner doesn’t have a field for. It is possible to create extra fields to store data, which can be in the form of drop-down lists, checkboxes, date fields, time fields, integers, and money and string fields. Once these fields have been created, data can be imported and exported from Access People Planner, and these fields can be incorporated into mail merge documents.
Field Labels will need to differ as multiple fields with the same label may cause issues when exporting reports from the system that include multiple fields.
It isn't possible to create custom fields on visits. You would have to contact your account manager to arrange for constancy to be carried out.
Include the following information:
Details on the custom records you wish to create
Where you wish for the custom fields to be created.