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Available For (Custom Fields)

This custom field setting designates what entities the new custom field applies to in Tamarac Reporting. You can create custom fields for the following entities:

• Accounts and Groups

• Accounts

• Groups

• Households

• Securities

For example, if you want the custom field to be available only for securities, choose Securities.

For more information on custom fields, see Custom Fields for Accounts, Groups, Households, and Securities.