Administration - Managing User Values


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User Values are the text items you see throughout the system in drop-down lists.  User Value fields are typically values which are used to sort or categorize data.

 

Overview
The User Value page in System Administration is where the System Admin or Managers can add, edit or delete the User Values that are used throughout the system.

 

Please click here for general information about using the Toolbar, Form and Fields.

User Values are text values entered by Users (with 'Allow User To Edit User Values' checked on their Security record) that populate drop-down lists on various forms. Allowing only certain users to add these values enforces consistency which is best for reporting.

Users can add values throughout the system by clicking the green plus (+) button on the right side of each drop-down list. However, sometimes values need to be removed, and the User Values tab is where a Manager or System Admin can do that.
 

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