Add or Modify Fields in Standard and User-Defined Components

Use the Custom Fields tab in User-Defined Components to add user-defined fields to both standard and user-defined tabs. Only user-defined fields display on the Custom Fields tab; standard fields that ship with Ajera CRM do not display on this tab. After you add user-defined fields, use the Screen Designer to re-arrange and resize them.

To add or modify fields, complete the following steps:

1. From the Ajera CRM Navigation menu, click Configuration > General > User-Defined Components.
2. In the Application field on the User-Defined Components form, select the application to which you want to add fields.
3. Click the Custom Fields tab.
4. Position the cursor on the line above the point at which you want to insert a field, and click Insert.
5. Complete the fields on this tab. You can move fields from one tab to another without losing the data in the field. To move a field to another tab, select the new tab in the Tab field for that field. When you add fields to user-defined components, Ajera CRM positions the fields in the order in which you designate on the Custom Fields tab, starting in the top left corner of the tab. When you add fields to standard components, Ajera CRM positions them beneath existing fields on the component, outside of the main area.

   If you add both fields and grids to a tab, fields are listed first, then grids.

6. If you want to specify a list of values from which users select when they use the field, set the Data Type field to Dropdown or Lookup and then use the List of Values field to enter the items that display in the list. When you click the List of Values field, Ajera CRM displays the Column Values dialog box.
7. On the Column Values dialog box, complete the following actions:
   1. Click Insert to add a new item to the list.
   2. Enter a value and a code for each item. The value that you enter in the Value column on the Column Values dialog box displays in the drop-down list to identify the list item.
   3. Use the Move Up and Move Down buttons to determine the order of the items in the list.
   4. Decide if you want to limit entries for the field:
      • If you select the Limit entry to values in list check box, users can select only one of the items in the list. This is available for drop-downs only.
      • If you do not select the Limit entry to values in list check box, users can either select one of the items from the list or enter something else that is not in the list.
8. Click Save.

Postrequisite: Use the Screen Designer to move fields to new positions or to group user-defined fields together within a group box.