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  3. Field, List and Tag Setup

Field, List and Tag Setup

A variety of fields, lists and tags can be customized by authorized users. This setting can be found under Setup>Fields, Lists and Tags. 

Note: Customizing existing lists is not retroactive. By removing existing lists, previous data will be compromised and reporting results compromised. Talk with your team before customizing any of these fields. 

Sample Field, List and Tag Setup

Required/Optional Setup allows authorized users to select SourceLink℠ fields that are Required (designated by red bar), Recommended (designated by blue bar) or optional. Required fields must be completed before client data can be saved. 

Required and Recommended Fields

Interaction Types allows authorized users to create a customized list of Interaction Types. 

Interaction Types

Followup Actions allows authorized users to create a customized list of Followup Action types. 

Followup Actions

Followup Results allows authorized users to create a customized list of Followup Result types. 

Followup Results

Document Types allows authorized users to create a customized list of Document Types that can be uploaded to client records. 

Document Types

Client Types allows authorized users to create a customized list of Client Types. This list can be beneficial for further identifying clients not listed in Client Status. For further information, see Managing Client Records. 

Client Types

Tags can be developed to further identify and group clients. This list can be beneficial for further identifying ad hoc groups of client records. For further information, see Tags.

Tags
Updated on July 15, 2022

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