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SedonaSetup Application Client Management Setup Tables/Options
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Purpose: |
For the purpose of tracking any additional information that you need pertaining to a Customer, 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 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, money, text, date or check box 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 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.
Follow the page links at the bottom of this page for definitions of each field on this setup form. These form definitions also apply to the Site and System Custom Fields setup.
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