You use user defined fields (UDFs) to gather additional information about a fulfillment order. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDF's).
Fulfillment order UDFs are the same for all fulfillment order within each area of the system. For example, all Event Sales Fulfillment Orders use the same fulfillment order UDF set and all Membership Fulfillment Orders use the same fulfillment order UDF set; however the Event Sales Fulfillment Order UDF set can be different than the Membership Fulfillment Order UDF set.
To assign fulfillment order user defined fields:
- Click the appropriate configuration link for the area of the software for the fulfillment orders:
- Event Sales - Event Sales Configuration
- Membership - Membership Configuration
- Registration - Registration Configuration
- Select the General tab.
- Expand the User Defined Fields section.
- Select the user defined field set to use from the Fulfillment Order drop-down. Only UDF sets created in the Opportunity Types screen for the appropriate area of the software (Event Sales, Membership or Registration) are available for selection.
- Click OK. A User Defined Fields tab is available on the Add/Edit Fulfillment Order screen with all the UDFs in the UDF set.
Comments
4 comments
Is visibility of the User Defined Fields tab created restricted? I can see the tab and fields added but my team can't?
0 upvotes
There are various access privileges assigned to opportunities - see below. There could also be restrictions on the user/role set in access exceptions within sections.
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Thanks Theresa i'll check them out.
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Hi Gavin,
Another thing to check is their theme to make sure the User Defined Field section/tab is on their screen layout.
Thanks,
Maggie
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