SedonaSetup Application Client Management Setup Tables/Options
Custom Field Setup (Customer) Field Definitions
These form definitions also apply to the Site and System Custom Fields setup.
Label: These are the words that will appear on the Customer Custom Fields tab. You may enter up to 49 characters for this field.
Tables: Enter the words that will appear to the left of each table field on the Customer Custom Fields form. You may enter up to 49 characters to appear to the left of this field, however due to space limitations on the Custom Fields forms, only a maximum of 23 characters will be displayed. Once you assign a label to one or multiple Table type fields, those fields will be activated for use during data entry.
Money: Information entered into this field during data entry will be display in a money format. Enter the words that will appear to the left of each Money fields on the Customer Custom Fields form. You may enter up to 49 characters for the field label that will be displayed to the left of this field, however due to space limitations on the Custom Fields forms, only a maximum of 23 characters will be displayed. Once you assign a label to one or multiple Money type fields, those fields will be activated for use during data entry.
Text: These are free-form text fields where the user may enter any alpha numeric information into this field during data entry. The maximum number of characters that may be entered during data entry is limited to 39. Enter the words that will appear to the left of each Text fields on the Customer Custom Fields form. You may enter up to 49 characters for the field label that will be displayed to the left of this field, however due to space limitations on the Custom Fields forms, only a maximum of 23 characters will be displayed. Once you assign a label to one or multiple Text type fields, those fields will be activated for use during data entry.
Check Boxes: This type of field is typically used for answering questions that require a Yes or No answer. These are the words that will appear on the Customer Custom Fields tab. You may enter up to 49 characters for the field label that will be displayed to the left of this field, however due to space limitations on the Custom Fields forms, only a maximum of 23 characters will be displayed. Once you assign a label to one or multiple Check Box type fields, those fields will be activated for use during data entry.
Date: Information entered into one of these fields will be saved and displayed in a date format and also provide a calendar icon to the right of the field. You may enter up to 49 characters for the field label that will be displayed to the left of this field, however due to space limitations on the Custom Fields forms, only a maximum of 23 characters will be displayed. Once you assign a label to one or multiple Date type fields, those fields will be activated for use during data entry.