User Defined Fields - How to??

[Guest haaron]

I have been asked to add a user defined field in Employer Data. We would like a max of 7 fields to house Trustee information. Something like Trustee1, Trustee2, Trustee3, etc.

I have no idea where to add this information. I need to be able to pull this info into a report that goes out to every plan sponsor at the end of the year. It's part of our census data request form.

I am running Relius 8.0 with Crystal 8.5.

If someone could direct me to a good place to start and let me know if this is even feasible.

Thanks

Heather

[Tom Poje]

If you get lucky, and you are not using any other User fields you can do this.

They are in PLANSTAT

and you can use

12 USER ALPHA

12 USER NUMBER

7 USER DATE

if you are using more fields than that, it can be done, whether intentionally or not Patti helped me figure that out last year. Somewhat convuluted, but I have a few plans where I do need to pull from the other USER fields.

(To enter User fields, In planspecs choose the ACTIVITY button bar. you have up to 100, but as warned above, anything above 12 will take some special work)