SETWorks Webinar - April 2024 - Consumer Details and Custom Fields

SETWorks Webinar - April 2024 - Consumer Details and Custom Fields

Webinar Recording

On April 17th 2024, SETWorks hosted a live webinar about Consumer Details and Custom Fields in SETWorks. You can view the recording here:



References

Privileges

Settings > Provider Build > Maintain Privileges > Consumer Profile:
Is able to edit Custom Fields.

Reports

Consumer Custom Text Field Dashboard
Consumer Custom Text Field Report

Further Reading



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