User Defined Fields

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The User Defined Fields option is found on the Properties Screen of most modules.  This button displays a grid of user defined fields for the corresponding master list.  Keep in mind that these codes are strictly optional and do not have to be defined before entering other information into the system.

 

There are 10 each of the following field types that can be defined: Text, Number, Date/Time, and Booleans (True/False). There are also three Memo fields that can be defined.  Once defined, data can be entered on the UDFs Tab on the corresponding master list screen (ie. Employees, Jobs, etc).  These fields can be accessed with a custom report to help you track, sort and filter your information.  

 

To create a custom field, select the field type and enter the name of the field in the Field Caption box. A hint to described the type of data that should be entered into the field can be added.  Click the Visible box so that the field can be accessed in the master list.  

 

Cl_Prop_UDF

 

 

 

The Text fields also contain a Drop Down option. CL_UDF_DropDown

Mark the item as visible and click on the '...' to create a list of values that can be selected when entering the data on the master list.  If no values are created, the user can enter anything into the field on the master list.

 

CL_Prop_UDF1