|| {{::partssetupicon.jpg?nolink&|}} || **Main Menu | Setup | User-Defined Field Setup** ||
{{::udfsetup.jpg?nolink&|}} \\ * **Field Name:** Enter in a name for the User-Defined Field. \\ * **Active:** If this box is checked, the User-Defined Field is active. \\ * **Description:** Enter in a description for the User-Defined field. \\ || {{::toolbox.jpg?nolink&|}} || Be descriptive! It may help you out later. ||
  * **Data Type:** Designate the type of data the User must input. E.g., a Date of Order field would need Date selected in this field.
  * **Categories:** Designate the categories to which the User-Defined Field pertains.
  * **Colors:** Allows you to select some colors for the User-Defined Field.
  * **Background Color Field Value:** Pick a background color for the field value.
  * **Font Color Field Value:** Pick a font color for the field value.
  * **Background Color Value Color:** Pick a background color for the value color.
  * **Font Color Value Color:** Pick a font color for the value color.
  * **Default Formula:** Enter the default value CFL formula for the UDF.
  * **Show for Clients:** Check this box if you want the User-Defined Field to appear in clients' records.
  * **Show for Prospects:** Check this box if you want the User-Defined Field to appear in prospects' records.
  * **Answer Required:** Check this box if an answer is required for this User-Defined Field.
  * **Reset when Cloned:** If this box is checked, when you clone a company record, whatever you entered into the original company's field for this User-Defined Field will be reset to the default value.
  * **Reset when Estimate Converted to Order:** If this box is checked, when you convert an estimate to an order the UDF value will be reset to the default value.
  * **Entry Type:** Denote whether you want an entry box or drop-down menu.
  * **Dropdown Values:** Designate what you want your dropdown values to be.
  * **Limit to List:** If this box is checked, the User will only be able to pick from this list, and will not be able to enter in anything else.
  * **Allow Multiple Selections:** Check this box to allow multiple answers to the User-Defined Field.



Special Actions Toolbar Functions 



{{::udfsetupactionsmenu.jpg?nolink&|}}
  * **Move Up:** Move a User Defined Field up one space.
  * **Demote:** Demotes the selected item in the list.
  * **Close:** Closes an unedited screen.
  * **Add:** Add a new User Defined Field.
  * **Move Down:** Move a User Defined Field down one space.
  * **Clone:** Copies a pre-existing order, estimate, or product to a new record.
  * **Edit:** Enters a mode that allows previously saved information to be changed.
  * **Delete:** Removes an estimate or product from the database.