Assign User Defined Fields (UDFs) to Accounts

User defined fields (UDFs) are used to gather additional information about an account. Account UDFs are the same for all accounts in the software. To learn how to set up a user defined field set, see Configure Custom Fields/User Defined Fields (UDFs). 

To assign a user defined field set for all accounts:

  1. Click the Event Sales Configuration link from the Main Menu. The Event Sales Configuration window opens.
  2. Select the General tab.
  3. Select the UDF set to use from the Organization Account drop-down in the User Defined Fields section. Only UDF sets created in the Opportunity Types screen are available for selection.
  4. Click OK.
  5. Click the arrow next to the Accounts button from the Global Navigation Bar.
  6. Select Add Account. The Add Account window opens.
  7. Click the Edit Layout link in the lower right corner of the screen. The Edit Layout window opens.
  8. Select the UDF you want available for the account from the Available Fields section.
  9. Drag the UDF to the Layout Sections section of the screen and drop it in the desired location.
  10. Repeat steps 8 and 9 for each UDF you want available. Tip: Select the UDF set from the Group drop-down in the Available Fields section to view only the UDFs for that UDF set.
  11. Click OK. The selected UDFs are available on the Add/Edit Account window.

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Comments

11 comments

Date Votes
  • Kirsti Robben
    • Edited

    Hi, where do I find the Opportunity Types in V19? I usually create UDF's in the Registration Issue Master, but those aren't available in the Event Sales Configuration Window. It seems I need to create my UDF in a different place, but I can't find the right place. Thanks in advance.

    I found it: it;s in the Event Sales Opportunity Master..

    0 upvotes

  • Carrie Spalding
    Kirsti, please review this article and video. If you still have questions, let me know. https://supportcenter.ungerboeck.com/hc/en-us/articles/205553708 Thanks! Carrie

    0 upvotes

  • Kris Corrigan

    I have created a UDF but this cant be chosen for an account when the 'Event Sales' is not active, we have supplier accounts where the 'Parables' is Active, how can we assign the UDF to all Active 'Payables' supplier accounts.  Below is a screen shot, I have created a UDF which will not be shown for 3LG but will be shown for 442 Case Design due to the Event Sales

    The 'Event Sales Configuration'  for Organization Accounts have the correct UDF choice.

    0 upvotes

  • Carrie Spalding

    Hi Kris,

    Account UDF’s are designation specific.  If you set up Event Sales UDF’s, they won’t be available for a Supplier account that isn’t also an Event Sales account.

    You have two options:

    1. Make the account active/inactive/prospective in event sales.
    2. Add a UDF set for Supplier Accounts.

    Hope that helps!

    --Carrie

    0 upvotes

  • Kris Corrigan

    Hi Carrie

    How do I add UDF's specifically for a supplier account?

    Thanks

    Kris

    0 upvotes

  • Carrie Spalding

    Kris,

    1. Go to the Main Menu, then navigate to Opportunity Types under Accounts Payable and create the UDF's needed.
    2. Then, update the Organization Parameters for both Organizations and Individuals by placing the Opportunity Type Codes in the Alphanumeric Value fields.  It's Org Parm code AA AI70 for organizations, and code AA CI70 for individuals.

    --Carrie

    0 upvotes

  • Kris Corrigan

    HI Carrie

    This worked perfect so thank you.

    ! other question how can I link these via the SQL tables I have the EV870 along with MM721 but unable to find a link, am I missing or using a wrong table?

    Thanks

    Kris

    0 upvotes

  • Carrie Spalding

    Kris, try this:

    Account UDF’s are stored in CR073_ISSUES

    --Carrie

    0 upvotes

  • Rebecca McGregor

    I can't seem to add UDF's to supplier accounts.  Can someone guide me on how to do this?  Have set up in Opportunity types under AP but cant bring them into the supplier accounts.....I can see the parameter AA C170 and have added the code to it but there isn't AA A170 for organisations.  Any help is much appreciated.  

     

    Thanks!

    0 upvotes

  • Maggie U.

    Hi Rebecca,

    You can go to the Accounts Payable Configuration screen from the Main Menu and on the General Tab, expand the Other section. There are two drop-downs - Supplier Default Issue Type and Supplier Default Account Issue. The Supplier Default Issue Type is for Contacts and Supplier Default Account Issue is for accounts.

    Thanks!

    Maggie

    0 upvotes

  • Rebecca McGregor

    thanks Maggie, all sorted now :)

    0 upvotes

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