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Main Menu | Setup | User-Defined Field Setup

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* 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.
|| || 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

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• 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.

See Also

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