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SedonaSetup Application Job Management Setup Tables/Options
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Purpose: |
For the purpose of tracking any additional information that you need for Jobs, where a field is not provided in the application. The data saved is for reporting purposes. |
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Prerequisites: |
None |
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Required or Optional: |
Optional |
The fields that are activated will appear for data entry on the Job Custom Fields form which is a button on the Job Toolbar. 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, money, text date, or check box fields. You may also define if a field is required. If a field is checked as required, the User setting up a new Job or modifying an existing Job 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 button which appears on the Job toolbar. This is entered in the Label field of this setup form.
If you choose to set up Table 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 (Job), Custom Fields Table 2 (Job), Custom Fields Table 3 (Job), or Custom Fields Table 4 (Job).
If your company is using QuoteWerks, your company may map the custom fields within QuoteWerks into the SedonaOffice Job Custom Fields.
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