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 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:
Step 1: Name your Client Defined Field
Step 2: Pick where this special field should display. The options are at Company, Product, Lumpsum, Contract, Claim, Template, Sale, and Deduction levels.
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?
Step 4: 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.
Click Save after adding or editing the Client Defined Fields.
After saving a new Client Defined Field or viewing an existing record, click the Clear button to add a new Client Defined Field.
