Field | Description |
Heading
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Enter the column headings. If you change the column name, a prompt asks if you also want the database column name to be changed. If you select
Yes, you may have to make changes in your saved searches and custom reports.
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Database Column Name
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This column lists the database code based on the selected column heading.
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Data Type
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Select the data type for the user-defined column heading. Some of these options are lookup list fields. After you select a data type for the column heading and data is entered into that field, you cannot change the data type, with the exception of three types: Character, Drop Down, and Lookup. These three are compatible types and are interchangeable. If you need to change any other data types, you need to delete that column heading and re-add it.
The possible data types are:
- Account: Creates an
Account lookup list field.
- Boilerplate: Creates a boilerplate lookup list field.
- Character: Enter alphanumeric values.
- CheckBox: Determines if the field is a check box (yes or no).
- Contact: Creates a
Contact lookup list field.
- Currency: Creates a currency field in which the currency varies based on the record. For example, you may have
vendors that you pay in different currencies, so this currency field may contain a different currency based on the
vendor associated with the currency field.
- Currency (Specific): Creates a currency field that is the same for the user-defined field in every application.
- Date: Determines if the field contains a date value.
- DropDown: Creates a drop-down list field. Use the
List of Values field to specify its values.
- Employee: Creates an
Employee lookup list field.
When you create an
employee data type, you add two new fields, one for the
employee name and one for the
employee number.
The
employee number search field is compatible with the "is me" operator, so that you can use that operator for user-defined
employee type fields.
- Equipment: Creates a lookup list field that displays
equipment from the
Equipment lookup list.
- Firm: Creates a lookup list field that displays all
client and
vendor type
firms from the
Firms hub.
- Lookup: Creates a lookup list field. Use the
List of Values field to specify its values.
- Memo: Creates an RTF (rich text format) field for formatted text.
- Numeric: Creates a numeric field. If you select this option, you can enter the number of decimals used in the number in the
Decimals field.
- Opportunity: Creates an
Opportunity lookup list field.
- Organization: Creates an
Organization lookup list field.
- Project: Creates a
Project lookup list field.
- URL: If you select this data type, you can enter and save a Web site address in the field, which you can then click to launch the site in a new browser window.
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Display Width
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This setting determines the number of characters for the column.
DPS calculates how wide the column should be on the screen based on the fonts that you use.
DPS multiplies the number in this field by 6 to arrive at the number of pixels in the field.
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Sorted
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This setting determines whether the rows will be sorted by the column in question when first retrieved. Sorted may only be selected for one column in each grid.
|
List of Values
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If you set the
Data Type option to
Dropdown or
Lookup, click the ellipsis in this field to display the Values lookup, on which you specify the selections that will be available to users when they click the drop-down list or display the lookup for the field.
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Total
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Select this option if you want a column total to appear at the bottom of the grid. This total field also displays for a list of numbers in reports. This option applies to Numeric and Currency data types only.
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Decimals
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If you set the
Data Type option to
Numeric, specify the number of spaces to the right of the decimal point. in the number.
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Minimum Value
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If you set the
Data Type option to
Numeric or
Currency, use this column to specify the minimum number that the user can enter in the field. If you leave this field blank, no minimum value is set and users will be able to enter a negative number in the field. To prevent users from entering negative numbers, without specifying a minimum value, enter zero here.
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Maximum Value
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If you set the
Data Type option to
Numeric or
Currency, use this column to specify the maximum number that the user can enter in the field. If you leave this field blank, no maximum value is set.
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Required
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The options for this field are:
-
CRM: Select this option if the field is required for CRM users. This option is only available if the CRM application is installed.
-
Accounting: Select this option if the field is required for Accounting users. This option is only available if the Accounting application is installed.
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CRM & Accounting: Select this option to require the field for both CRM and Accounting users.
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Default Value
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Enter the default value that prefills for the user-defined field. This field is available only if you select one of the following settings for the
Data Type option:
-
Checkbox: The default value is
Unchecked. You can change the value to
Checked but you cannot leave the value blank.
-
Date: You can specify the words
Current Date or enter a date.
-
Lookup: Use the Values lookup to specify the value.
-
Dropdown: Use the Values lookup to specify the value.
-
Currency: Enter a number.
- Numeric: Enter a number.
-
Character: Enter alphanumeric characters.
- URL: Enter alphanumeric characters.
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Required Level
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This option is only applicable if the field is required. The options are:
-
All Levels: Select this option if you want the field to be required at all levels (for example,
project,
phase, and
task).
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Project: Select this option if you want the field to be required at the top level, only.
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Lowest: Select this option if you want the field to be required at the lowest level (the charging level) of any given node. For example, when a new
phase is created for a
project, the field is required even if the
project has other
phases that have
tasks. If a specific
phase already has a
task, the field is not required at the
phase level.
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