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CCH Software User Documentation

Extra Fields Security

The Hide option is available in the Extra Field Security screen located within File> Maintenance> Security> Extra Field Security allowing users the ability to control the view access to the Extra Field Groups.

Central - Maintenance - Security - Extra Group Security.PNG

To set the Hide option on an Extra Field Group:

  1. Open the Extra Field Security screen from File > Maintenance> Security.
  2. Select an employee security group from the Group list.
  3. Highlight the relevant extra field group, then tick the Hide check box.
  4. Click OK to save the changes and close the screen.

The extra fields that belong to a group that was set as hidden, are no longer displayed in the following areas:

  • Extra tab from Client/Contact/Employee/Assignment/Supplier screen.
  • Extra Fields tab from Add New Client/Contact/Employee/Supplier Wizard.
  • Values tab from Bulk Update Wizard within Find Clients or Find Contacts screen.
  • Bulk Update Extra Fields dialog within Find Clients or Find Contacts screen.
  • CCH Reporting

The extra fields from an Extra Field Group that has the Hide option ticked for a user group in the Extra Fields Security screen are still available in the following areas:

  • CCH Smart Reports
  • CCH Workflow
  • CCH Document Management
  • Insert Merge Field from Mail Merge Wizard when editing or creating a new template on Find Clients or Find Contacts screen.
  • Merge Fields section from Email Templates when editing or creating a new email template on Find Clients or Find Contacts screen.

Note

Where a user is allocated to a security group that has the Hide option ticked for any Extra Field Group, they will not be able to view the Extra Fields for that Extra Field Group.

Note

The Extra Fields that belong to the Extra Field Group NONE are visible to all security groups.

 

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