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--- client_defined_fields [2015/06/10 14:45] – lisa.maloney
+++ client_defined_fields [2024/08/27 13:38] (current) – tina.robles
@@ Line 1: / Line 1: @@
 __**Admin:  Client Setup Admin:  Client Defined Fields Admin**__
-{{:pasted:20150610-142332.png}}
-This area allows you to set up fields you’d like to track that aren’t standard fields already.  For example if it’s important for you to track a piece of information on a contract that is very specific to your company, you can set up a Client Defined Field on the contract so it can then be tracked just for you.
+{{:pasted:20240827-133735.png}}
-Here’s an example of what the screen looks like with several Client Defined Fields already filled in.  To build one, it’s a simple 4 step process:
-{{:pasted:20150610-142420.png}}
-Step 1:  Name your Client Defined Field
+This area allows you to set up fields you’d like to track that aren’t standard fields already.  For example if it’s important to track a piece of information on a contract that is very specific to your company, you can set up a Client Defined Field on the contract so it can then be tracked just for you.
-{{:pasted:20150610-142458.png}}
+{{:pasted:20220214-104609.png}}
+**Steps to Add/Edit a Client Defined Field:**
-Step 2:  Pick where you want this special field to show up.  Your options are at company level, product level, on your contracts, or in the CRM area.
+To Add a new record, click the Add button on the bottom right of the screen.  To Edit an existing record, click the row in the grid.  Both of these options will bring up the editor.  When Editing a record, the Client Defined Field Type and Data Type are non-editable.
-{{:pasted:20150610-143811.png}}
+{{:pasted:20220214-104810.png}}
-Step 3:  Pick the Data Type.  So when someone has to fill in the Client Defined Field, what do you want them to enter?  Is it a date, a number, or something in a picklist?
+Enter in the Name for the Client Defined Field.
-{{:pasted:20150610-143944.png}}
-Step 4:  Final factors to be determined:
+Select a location for the client defined field: Company, Product, Lumpsum, Contract, Contract Item, Contract Lumpsum, Claim, Invoice, Template, Sale, and Deduction levels.  (Future Development fields are Plan and Event).
- Required:  Do you want to require the user to have to fill something in?
- Show on Letter:  When sending out contract letters to your customers, do you want the information on this Client Defined Field to be on the letter?
- Active:  If you no longer want to use the Client Defined Field, you can make it inactive.
-{{:pasted:20150610-144122.png}}
+{{:pasted:20220214-105207.png}}
+Pick the Data Type.  So when someone has to fill in the Client Defined Field, what do you want them to enter?  Is it a date, a number, or something in a list?
+{{:pasted:20220214-105304.png}}
+If a List is selected as the Data Type, additional options display to enter in the list values.  Enter the text on the top and click Add.  The order for the list members can be moved by clicking a row and dragging the row to the correct location.  List members can also be edited by clicking the row, and deleted by clicking the X on the row.
+{{:pasted:20220214-105420.png}}
+Final factors to be determined:
+  * Required:  Is this field Required to contain data?
+  * Show on Letter:  When sending out contract letters to your customers, do you want the information on this Client Defined Field to be on the letter?
+  * Active:  If you no longer want to use the Client Defined Field, you can make it inactive.
+{{:pasted:20220214-105701.png}}
+Click Save after adding or editing the Client Defined Fields.  To clear the editor and revert changed, click Cancel.
+{{:pasted:20220214-105814.png}}
+To close the Editor, click the X in the top right of the editor section.
+-----
+Each client defined field has an associated Item Order.  The default order is alphabetical with new records being added with a value one greater than all the client defined fields.  This field is used in tableau reporting and only the first 10-15, depending on type, can be reported on in tableau.

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