Hi Tuan,
If I understand correctly, when you setup the fields to be used, you can assign some fields to specific plan categories. For example, I have a plan category that only applies to Corporates. There is a field called "Organization" which is the name of the organization. Clearly this is only required for the plan specific for Corporates.
So I choose the field assignment "All Selected Plans" and then on the field that is introduced, I select "Corporates" which is the name of the plan opened for those corporates. However, this doesn't work as this field does not appear on the various forms or reports.
As an alternative I tried the assignment "All Excepted Plans" and then select all the plans that are not Corporates. Then the field shows up for all plans, including Corporates. Could this be a bug perhaps? Please could you help?
Regards,
Bill