Account Expansion fields can be used to create user-defined fields to track account information about your accounts otherwise not included as fields in AIMS. Account expansion fields apply to all accounts.
1. Modify field labels in Tools > Data Managers > Customize Account Expansion screen.
2. Enter Expansion Information as needed.
⋅ Expansion Field 1-4 – Enter free form text.
⋅ Expansion Field 5 – Select from the list. This valid entry list is created in Tools > Data Managers > Customize.
⋅ Expansion Field 6 – Enter free form text.
3. When entries are completed, click on OK to return to the File.