Entering Custom Staff Information

Enter information in fields that were defined by your firm. This tab does not display if there are no custom fields defined for staff. See Adding or Editing Staff Custom Fields for more information. Also, the tab will not appear if you do not have the right to view custom fields.

To add or edit the custom fields for a staff, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Staff Manager under Staff.
  2. Do one of the following to open the staff profile:
    • Add new staff profile.
      1. Click New > Staff in the Create group on the Home tab, or right-click in the Staff grid and select New > Staff from the menu.
      2. Select a template or an existing staff as the source for the new staff.
      3. Click Continue. See Adding a Staff Profile for more information.
    • Open an existing staff profile. Select a staff in the Staff grid and click Open in the Edit group on the Home tab. See Editing Staff Profiles for more information.
  3. Click Custom on the navigation panel.
  4. Enter custom staff information.

    Note for editable drop-down lists:

    Enter text in the box to search for a staff report name. As you type, the results update and the first matching item is highlighted.

    You can do the following to select an item:

    • Press Enter to select the highlighted item in the grid.
    • Move from the box to select the highlighted item in the grid. For example, you can press Tab or select another field or button on the window to move focus from the box.
    • Use your mouse to select a record in the grid.
    • Use your keyboard up or down arrow to highlight an item in the grid, and press Enter.

  5. Click one of the ClosedSave buttons or cancel.

Note: For information about updating multiple selected staff, see Editing Staff Profiles.