User defined fields (UDFs) are used to gather additional information about a contact. Contacts UDFs are the same for all contacts 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 contacts:
- Click the Event Sales Configuration link from the Main Menu. The Event Sales Configuration window opens.
- Select the General tab.
- Select the UDF set to use from the Individual Account drop-down in the User Defined Fields section. Only UDF sets created in the Opportunity Types screen are available for selection.
- Click OK.
- Click the arrow next to the Contacts button from the Global Navigation Bar.
- Select Add Contact. The Add Contact window opens.
- Click the Edit Layout link in the lower right corner of the screen. The Edit Layout screen opens.
- Select the UDF you want available for the contact from the Available Fields section.
- Drag the UDF to the Layout Sections section of the screen and drop it in the desired location.
- 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.
- Click OK. The selected UDFs are available on the Add/Edit Contact window.
Comments
2 comments
Are UDF:s supposed to work on personnel contacts ?
if I follow step 1-4, then open the personnel contact window (Personnel - All Individual Accounts - SimpleAddEdit) and edit the layout, my UDF:s are present under "Available Fields", and can be placed in the window.
However, they don't work, they are invisible in the window when I close edit layout...
v30.97C
0 upvotes
This might be an access issue, please enter a case.
0 upvotes
Please sign in to leave a comment.