---
title: "Data Entry and Other User Interface Features"
slug: "data-entry-and-other-user-interface-features"
updated: 2026-08-10T20:23:24Z
published: 2026-08-10T20:23:24Z
canonical: "help.idibilling.com/data-entry-and-other-user-interface-features"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Data Entry and Other User Interface Features

There are several ways to enter and edit customer information.

| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28953.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A18Z&se=2026-11-14T11%3A58%3A18Z&sr=c&sp=r&sig=yYwiO5aC5QhhT5595hhNObtqKhJwqab42kFJ8furt9o%3D) | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28951.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A18Z&se=2026-11-14T11%3A58%3A18Z&sr=c&sp=r&sig=yYwiO5aC5QhhT5595hhNObtqKhJwqab42kFJ8furt9o%3D)ove the cursor over the check box and click the left mouse button. This puts a check mark in the box. The feature is applied to the customer record, until the check mark is removed. |
| --- | --- |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28956.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A18Z&se=2026-11-14T11%3A58%3A18Z&sr=c&sp=r&sig=yYwiO5aC5QhhT5595hhNObtqKhJwqab42kFJ8furt9o%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28954.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A18Z&se=2026-11-14T11%3A58%3A18Z&sr=c&sp=r&sig=yYwiO5aC5QhhT5595hhNObtqKhJwqab42kFJ8furt9o%3D) ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28957.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A18Z&se=2026-11-14T11%3A58%3A18Z&sr=c&sp=r&sig=yYwiO5aC5QhhT5595hhNObtqKhJwqab42kFJ8furt9o%3D) | To change the year, click once on the year digits. A double arrow is automatically displayed and the year field is enabled. To modify the year, click the “up” arrow to go back a year or click the “down” arrow to go forward a year. Click anywhere in the window to dismiss the calendar To view a list of the months, click once on the first letter of the month. Once a month is selected, the drop-down list closes. Select a date on the displayed calendar and the calendar window closes. |
| Calendar - p***revious month*** ***and next month buttons*** | ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28959.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A18Z&se=2026-11-14T11%3A58%3A18Z&sr=c&sp=r&sig=yYwiO5aC5QhhT5595hhNObtqKhJwqab42kFJ8furt9o%3D) | Click these buttons to view the previous or next month(s) for the currently displayed year. > [!NOTE] > Note > > You can also click on the drop-down arrow in the month field to view a different month. |
| ![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28959.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A18Z&se=2026-11-14T11%3A58%3A18Z&sr=c&sp=r&sig=yYwiO5aC5QhhT5595hhNObtqKhJwqab42kFJ8furt9o%3D) |

#### Street Address

You are often required to enter a street address. The IDI platform typically provides three fields for this. The extra fields are for information that does not fit in the first field, for example apartment number. These extra fields may be left blank when not applicable.

#### Hyperlinks

Underlined items displayed in blue text are hyperlinks. Clicking on a hyperlink may open a different window to perform a related function, or take you to another area to find related information. Hyperlinks are sometimes used to restrict editing access to fields where permission is required to edit data.

![Hyperlink](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/29454.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A58%3A18Z&se=2026-11-14T11%3A58%3A18Z&sr=c&sp=r&sig=yYwiO5aC5QhhT5595hhNObtqKhJwqab42kFJ8furt9o%3D)