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Customising Fields in the New Client Window

edited Aug 18, 2011 2:20PM in SuiteProjects Pro Discussions 1 comment

When we first set up our account, we customised various fields in the New Client Demographic window through our OpenAir consultant, added new fields that had their own dropdown picklists etc.  Is there a way we can go back and add further customisations to the new client demographic fields ourselves as we need to? eg. add new fields, delete others, edit the picklists for fields that are already there?

Alek

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