Manage Customer User-Defined Labels
Use the Manage Customer User-Defined Labels screen to customize labels for the user-defined fields in the customer table.
User-defined labels help you enter and track more information about your customers. These labels are optional, but if there is additional information that you want to capture about a customer, set up labels on this screen for use in the customer setup screens. You can also set up validated text and labels so that you can control what is entered into the user-defined fields. Validated text labels allow the use of the
and can be created in either of the following ways:
- Select the check box in the
Validated Text column and use the Validated Text subtask to customize the information you view when you use
on the Manage Customer User-Defined Information screen.
- Clear the check box in the
Validated Text
column and use
in the
Costpoint Validation Field column to select the Costpoint data table column that is used for
on the Manage Customer User-Defined Information screen.
You must set up the labels or validated text for user-defined fields here before they are available in the customer file under the Manage Customer User-Defined Info Information screen. Although you can set them up at any time, for more complete customer information, you should set them up before you enter any customers.