- Enter a unique Reference ID and Reference description.
- Click either Save to save the information and return to the main References screen, or click Continue to save the information and continue on to the User or Department Defaults screen.
- If you no longer wish to create this reference, click Cancel. You will then be returned to the main References screen.
- For detailed help with sections on this screen, you may either continue reading below, or click one of the following topics for more specific information. You may also click the Help link at the top of each section.
- Make any changes you’d like to the Reference ID, description and Reference fields assigned to the reference.
- Click either Save to save the information and return to the main References screen, or click Continue to save the information and continue on to the User or Department Defaults screen.
- If you no longer wish to edit this reference, click Cancel. The main References screen displays.
- For detailed help with sections on this screen, you may either continue reading below, or click one of the following topics for more specific information. You may also click the Help link at the top of each section.
Enter or edit the Reference ID and Reference description, and then click
Save.
Note: The maximum number of characters allowed for the Reference ID is 24. The maximum number of characters allowed for the Reference description is 35. These fields are case-sensitive. Please do not use special characters.
Select one or more Reference fields for the Reference.
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