Note: Once you create a new User-Defined Field, that option will
then show up in the drop-down menu.
Modifying a Field
• To edit a field, select the Documents/Receipts/Contact drop
down menu or use the green up and down arrows at the top right
of the Table View to elicit the drop-down menu.
• Select Create or Modify Fields. Choose the Field type for which
you would like to modify the content. Click Add New Value and
enter the new information in the window.
For more information, see Customizing the Default Field List.
Customizing Table Fields
You can customize the table fields as desired by selecting from a list
of fields, or create your own fields.
To choose from a list:
• Click the green up and down arrows on the far right side of the
table to open a list of fields, which you can then choose to show
or hide.
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