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Custom Fields for names
Customer, vendor,
or employee records can carry XE
"Custom fields:for names"
text information in custom
fields. The content will be included in
printed lists. Invoices, other sales
documents, and purchase orders can be set up
(Chapter 17) with columns for custom field
information. If the form displays a
custom field, the content of that field will
be in the record of the form.
Custom fields contain text strings, up to 30 characters.
A miximum of 15
fields can be set up. Any field may be
designated for use with customers (including
customer:jobs,) vendors, or employees or any
combination.
Numerals in text strings will not be recognized as number values.
Certain reports can print custom fields, provided they showed on the original document.
Reports can be filtered to select transactions where specified custom fields have a stated exact content.
The content of
custom fields copies into documents
(invoices, bills, etc.,) provided the
document is customized for display of the
subject field. Text to be a default for
the field may be entered into the customer,
vendor, or employee record. The default
text copies into the document, but may be
changed there.
Custom fields for names
can be initiated with the New or
Edit
windows for Customers, Vendors, or Employees after selecting the
Additional Info tab, where it exists.
Whichever screen is used to start Custom Fields, the
Define Fields
window appears, where they may be set
up.
Note that any field may be selected for use with customers, vendors or employees. Then the fields designated
for customers will appear in all customer records, and likewise with vendors and employees.
After custom fields are set up, default contents may be entered for any customer ,vendor, or employee. Note
the stipulations above about the use of custom fields, particularly that they will be copied into transactions only
if the documents (invoices, bills, etc.) are customized to display and/or print custom fields.
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