General: User Field Settings: Customers

Name of the Field Group (selected from the drop-down list) - this is optional and by default is set to “(None)”. The Field Group is populated with values from that have been defined in the User Fields Group page

The label that is going to be displayed for the field

The type of field. This can be Date, Numeric, Text or Yes/No

The length of the field in characters for Numeric and Date only (the system determines the length of the field for Date and Yes/No)

If number is selected, use this field to specify the amount of decimal places

If this field is to be mandatory, tick this box

If the user is to be presented with choices from a drop-down list, tick this box

Select to render the field temporarily inactive (i.e. it is not visible to the user)

Use the arrows to sort the items in the list to how they will be shown on the screen

Code that is specific to the system implementation used to identify the field

Return to the general settings menu

Select Add to create a new row at the top of the list. A row must be completed with the fields above in order to create a new User Field

Select Save to keep your changes

Select the Bin Icon to the right of the User Fields Group if you wish to delete it

Select Refresh to revert to the unsaved state and remove any unwanted changes

Select Selections to define the various options that the user will be presented within the drop-down list for their user defined field. After selecting Selections, the following screen is shown:

• Select Add to add a row so that a Selection can be defined

• On the blank row, type in the Selection

• If the user is to be allowed to enter a value of their own (i.e. one not on the list), select the Allow Manual Selection Entry box

• Select Save to save the Selection

• Select Clear List to clear all Selections

• Select Refresh to revert back to that last Saved state

• Select the Bin Icon to delete the individual Selection