Account Administration

Setting up User Defined Fields

You can customise the application by adding your own 'user defined fields' to the Diaries, Contacts, and Tasks modules.

Only users with Administration capability in the relevant module can create 'user defined fields'.

The fields are added to Tabs in the details windows. You can have as many tabs as you like and there's no limit to the number of fields you can add. Fields cannot be added to application tabs, only to new tabs that you define.

To set up a User Defined Field:

Log on using a Username that has Administration capability.
Click the Tools menu and select the User Defined Fields option.
In the User Defined Fields window, click the tab for the module you want to configure.
Click the New Tab button.
Enter the Tab name and click the OK button.
To add a field to the tab, select the tab in the tree list and click the New Field button.
Enter the field name, type and length and click the OK button.

To change the position of tabs and fields:

In the User Defined Fields window, either drag and drop the tab or field to a new position or use the up and down arrows to make the move.

NB: You can change the sequence in which the fields appear in a tab or you can move fields between tabs.