User-defined fields allow you to have your own unique fields in modules, over and above the standard fields provided. You can add user-defined fields in these modules: Customers, Customer Contacts, Suppliers, Supplier Contacts, Staff and Materials.

The data stored in these fields can aid you in more efficient Reporting, better CRM, and more. Find more about User Fields here.

Discover User Fields

• User Fields Setup
• How to Set-Up User Fields

User Fields Setup

Navigation

Main Menu > Setup > Settings & Defaults > User Fields > Select a Module > View/Add

1. Module - This is where the Module is selected in which the User Fields will apply. When Material - ... is selected, you must also select the corresponding Category.
2. ID - This number is automatically added to identify the User Field.
3. Caption - This is what the field will be labeled as in the Module. Names must be unique - duplicates are not allowed.
4. Editor - This specifies what type of User-Defined Field is being created.
   • Checkbox - This determines if this field can be selected or not.
   • ComboBox (Fixed list) - This creates a lookup control with a fixed list - ie. values can only be selected from the lookup list
   • ComboBox (Editable) - This creates a lookup control with an optional list - ie. you can select values from the lookup list or type their own values.
   • Customer - This loads a drop down list of all Customers in the system.
   • Date - This gives the field a Date format.
   • Filename - This provides a field that allows you to Load and to Open files found on their local drives.
   • Group Header - This allows the Caption to appear as a heading.
   • Image (.jpg) - This ensures the field is set to upload and store images.
   • Memo - This is a text field for you to enter long text content.
   • Number - This is a numeric field and will only receive numbers as input.
   • Supplier - This loads a drop down list of all Suppliers listed on the system.
   • Text - This provides a single text field for entering short text content.
   • Time - This provides a field that is in a time format.
   • Timestamp - This provides a field that provides timestamp functionality - ie. the Date and Time can be set.
5. Decimals - The Decimal field is used to set the number of decimals allowed for a numeric field.
6. Lookup List - This specifies what the content is for a lookup list if it is required for that field.
7. New Column - This specifies if the field should appear as a new column on the right of the previous field. If unchecked, the field will be left-aligned on its own row.

The screenshot below is an example of how these User Fields, based on the screenshot above, are displayed in the module:

Navigation

Main Menu > Customers > Customers > New/Edit > User Fields

How to Set-Up User Fields

Watch this short video on how to set-up User Fields.