SedonaSetup                                Client Management Setup Tables/Options

Custom Field Setup (Customer)

The fields that are activated will appear for data entry on the Customer Custom Fields form.  Fields are activated by typing in a label in the text box to the right of the Custom Field that will be used.  The data saved in these fields may be used for reporting purposes.

Here you may set up tables, which will provide the User with drop-down list of choices, and create fields formatted as money, or a date.  You may also use text boxes or checkbox fields.  You may also define whether a field is required.  If a field is checked as required, the User setting up a new customer or modifying an existing customer will be required to make a selection or enter information into any required fields.  You also have the option of defining what words will appear on the Custom fields tab.  This is entered in the Label field at the top of this setup form.

If you choose to set up Table type fields you will need to set up the choices that you would like to appear in the drop down box, in the Custom Fields Table 1 (Customer), Custom Fields Table 2 (Customer) or Custom Fields Table 3 (Customer).

Only fields that have been assigned a name label will be available for data entry, otherwise these fields will be grayed-out on the data entry form.

Note:  User permissions are required to be able to enter and/or edit information on the Custom Fields data entry form.

Continue on to the next page for definitions of each field on this setup form.  These form definitions also apply to the Site and System Custom Fields setup.

FRM 24106

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