Always display additional fields

You specify that you always want to see the supplementary data automatically when adding a new User, Employee, Sales contact, etc. Supplementary fields are those fields that are specific to one type. If you do not specify this then, for the supplementary data in the New wizard, you will always have to select the Show additional data check box.

When you add an organisation, you first determine the type of person or organisation and then immediately add it in the right way. You add a new sales contact in Profit Order management or in Profit Financieel. You add a new employee in Profit HR. If you do not know the type or if the type does not yet exist, you add an organisation in Profit CRM.

For types that you do not select, the Add wizard enables theProvide values for additional xx fields check box and you can choose to complete the additional fields or not. (If you select the Always show check box, the wizard option is greyed out).

The Applicant, Employer and Agency fields are only visible if you have Profit HR. The Income tax client, Client Vpb, BeconInspection and Accountant fields are only visible if you have Profit Fiscal.

Organisation/Person is not present on the screen, because there you always enter the general data only and do not complete additional fields.

To set additional fields to always be displayed:

1. Go to: General / Environment / Management / Properties.
2. Go to the tab: Organisation/person.
   
3. Select the organisation or person type for which you want the additional fields to always be completed.
4. Click on: OK.