Differences

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--- client_defined_fields [2022/02/14 11:01] – lisa.maloney
+++ client_defined_fields [2025/08/08 14:10] (current) – tina.robles
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 __**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.
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 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.
+-----
+Clients can create custom CDFs for tracking/reporting purposes.
+The following client defined fields should not be edited by the client. These fields are used internally:
+  * WAITING IN CLIENT SUMMARY
+  * CLAIMS ON HOLD SUMMARY
+  * DEDUCTION TYPE
+  * BACKUP LAST REQUESTED DATE
+  * BACKUP RECEIVED DATE
+  * BACKUP EMAIL URL

Telus TPM Documentation