Optuma Forums › Optuma General Discussion › Custom Column › Reply To: Custom Column
December 30, 2021 at 12:45 pm
#67048
- Topics: 5
- Replies: 616
- Posts: 621
Hi,
If you have Professional or Enterprise Services, you will be able to use the EDF system to upload custom fields via CSV file:
https://help.optuma.com/kb/faq.php?id=712
If you are on Trader Services you won’t have access to EDFs but you could manually input text into the Journal system, and add the Notes column to the watchlist as an alternative:
https://help.optuma.com/kb/faq.php?id=650