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Without a doubt, one of the most frequently asked questions during a demo of VisualDLP is “Can I create my own fields?”.   Now, the answer is a resounding “YES!”.   We have added Customer Defined Fields for Accounts, Doctors and Products.

Now, you can create custom fields for each record.  If you want to store dental school or operatory information for each doctor, you have a place to do that now.

These fields will be available to report on when we release our OData Report data source package.  Which means you will be able to use Customer Added Fields to filter and query your doctors, acccounts and product.

To learn how to setup a Customer Defined Fields, read this article in our VisualDLP Knowledge Base.

 

Read “Creating Customer Defined Fields in VisualDLP”