Setting up Extra Fields

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    1. On the main menu, click Maintenance > User Defined > Extra Fields.
    2. In the Extra Fields window, in the blank row at the top, enter the name of the Extra Field you are setting up.

    1. Select the relevant check boxes for the windows you want the Extra tab to display the field:

    • Assignment

    • Contact window which includes the Client

    • Employee

    • Campaign

    1. Select the check box in the Is Mandatory column if you want the field to be mandatory in all areas where it is displayed.

      Mandatory fields show a small red triangle shows like this File:dirname/central/070_Maintenance/110_User+Defined/040_Custom+Fields/010_How+to+set+up+Custom+Fields/icon_mandatory.gif.  This icon  File:dirname/central/070_Maintenance/110_User+Defined/040_Custom+Fields/010_How+to+set+up+Custom+Fields/icon_warning.gif appears if the user tries to skip the field. You cannot move forward until the field is completed.

    2. Select the type of information to be entered as a value from the drop down list of Data Type.

    3. To set up additional fields, press [Enter] and repeat steps 2 to 5.

    4. When you have finished setting up the fields, click File:dirname/central/070_Maintenance/110_User+Defined/040_Custom+Fields/010_How+to+set+up+Custom+Fields/bttn_ok.gif to save the data and close the Extra Fields window.