Setup Considerations
- RememberthatNillables and Not Values are necessary when data is not able to be entered.
- IfaNot or Pertinent Negative is blue, nothing is entered. If green, it contains data.
- Fieldswitha purple name have AutoFilter functionality, listing entries that match the first 3 letters of what is typed.
- Remembertoalways click Save on any records created through the + Icons and with each completed setup area.
- Pleaseavoidduplicate entries, as these affect reports and other functionality.
- Avoidcreatingblank entries or entries without all fields entered. Delete an entry if it has no data, is not needed, or not valid.
- Theprofilesare pre-set but can be changed as needed.
- Rememberthatsome field configurations prevent changes.