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client_defined_fields [2018/08/30 09:45] – lisa.maloneyclient_defined_fields [2025/08/08 14:10] (current) – tina.robles
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 __**Admin:  Client Setup Admin:  Client Defined Fields Admin**__ __**Admin:  Client Setup Admin:  Client Defined Fields Admin**__
-{{:pasted:20150610-142332.png}}+ 
 +{{:pasted:20240827-133735.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 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. 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.
-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+{{:pasted:20220214-104609.png}} 
 + 
 +**Steps to Add/Edit a Client Defined Field:** 
 + 
 +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:20220214-104810.png}} 
 + 
 +Enter in the Name for the Client Defined Field. 
 + 
 + 
 +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). 
 + 
 +{{:pasted:20220214-105207.png}}
  
-{{:pasted:20150610-142458.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}}
  
-Step 2:  Pick where this special field should display.  The options are at Company, Product, Lumpsum, Contract, Claim, Template, Sale, and Deduction levels.+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:20150807-202702.png}}{{:pasted:20180830-094414.png}}+{{: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}}
  
-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 list?+Click Save after adding or editing the Client Defined Fields.  To clear the editor and revert changed, click Cancel.
  
-{{:pasted:20150807-202847.png}}{{:pasted:20180830-094506.png}}+{{:pasted:20220214-105814.png}}
  
-Step 4:  Final factors to be determined: +To close the Editor, click the X in the top right of the editor section. 
- 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:20150610-144122.png}}+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.  
  
-Click Save after adding or editing the Client Defined Fields.+-----
  
-{{:pasted:20150807-202945.png}}+Clients can create custom CDFs for tracking/reporting purposes.
  
-After saving a new Client Defined Field or viewing an existing record, click the Clear button to add a new Client Defined Field.+The following client defined fields should not be edited by the client. These fields are used internally:
  
-{{:pasted:20150807-203154.png}}+  * WAITING IN CLIENT SUMMARY 
 +  * CLAIMS ON HOLD SUMMARY 
 +  * DEDUCTION TYPE 
 +  * BACKUP LAST REQUESTED DATE 
 +  * BACKUP RECEIVED DATE 
 +  * BACKUP EMAIL URL
client_defined_fields.1535622327.txt.gz · Last modified: 2018/08/30 09:45 by lisa.maloney

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