Telus TPM Documentation
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Admin: Client Setup Admin: Client Defined Fields Admin
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. Here’s an example of what the screen looks like with several Client Defined Fields already filled in. The build one, it’s a simple 4 step process:
Step 1: Name your 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.
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, or a number, or picking something in a picklist?
Step 4: Final factors to be determined: 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.
