Differences

This shows you the differences between two versions of the page.

--- client_defined_fields [2022/02/14 10:59] – 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:20220214-104421.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.
@@ Line 9: / Line 9: @@
 **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.
+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}}

Telus TPM Documentation