Field | Description |
Option Label
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Enter a name for the field.
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Parameter Name
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Enter a parameter that you will use to reference the field in a custom report. Acceptable characters include all alphanumeric values and the underscore ( _ ) symbol.
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Data Type
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Select the data type for the custom field. Some of these options are lookup list fields. Lookup lists are fields in which you can search for and select a particular account, contact, employee, and so on. You have the following options.
- Account: This data type creates an account lookup field.
- Character: This data type consists of alphanumeric values, up to 70 characters.
- Check Box: This data type determines if the field is a Yes/No check box field. When the field is checked, a value of Y is entered into the database. When the field is unchecked, a value of N is entered into the database.
- Client: Creates a Client lookup list field.
- Contact: This data type creates a Contact lookup list field.
- Date: This data type determines if the field contains a date value. The field includes a popup calendar that can be accessed from the arrow to the right of the field value.
- Employee: This data type creates an Employee lookup list field.
- Lookup: This data type consists of alphanumeric values, up to 20 characters. The field includes a drop-down list and lookup table of values that can be modified by double clicking on the lookup field.
- Memo: This data type creates an RTF (rich text format) field with unlimited formatted text.
- Numeric: This data type creates a numeric field.
- Opportunity: This data type creates an Opportunity lookup list field.
- Project: Creates a Project lookup list field.
- Search: This data type functions exactly the same as the Lookup data type, except a
Vision search field (with
Search to open a search dialog box) is used instead of a drop down list. With these types of fields, the records in the user-defined lookup list are
not retrieved until the user opens the dialog box and clicks
Search. In addition, since this is a dialog box search, you have the added ability of being able to use Quick Find to enter the first few characters of the value. If your company has a large database, you may want to use this data type instead of Lookup, since using Lookup may cause performance problems.
- Text Library: This data type creates a Text Library 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 automatically launch the site in a new browser window.
- Vendor: Creates a Vendor lookup list field.
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Default Value
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Enter the default value for the field. This field is available with the standard data types String, Numeric, Date, Search, Lookup, and Check Box.
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Check Box —These data types have a default value of
N, meaning not selected. Enter
Y to specify that the field be selected, by default.
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Date: Either type the text
Current Date or enter any date in m/d/yy format. If you enter
Current Date, new records always default to the current date. You can also click
Calendar in this field.
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Lookup or Search: If the data type is either Lookup or Search, the
Default Value field will contain a Lookup icon.
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Display Width
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This field determines the number of characters you want to display for the field.
Vision calculates how wide the field should be on the screen based on the fonts used in
Vision.
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Memo Height
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If you select
Memo in the
Data Type field, this field allows you to determine the number of lines you want to appear for the memo. For example, if you enter 5,
Vision calculates the proper height of the memo field, to accommodate five lines of text.
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Limit to List
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This option applies only to fields with a
Data Type of Lookup. If you select this option, users will only be allowed to select one of these pre-defined values. If you do not select this option, users can either select one of the pre-defined values or enter other values not included in the list.
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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 option applies to
Numeric data types only.
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Currency
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If you selected
Numeric in the
Data Type field, this field allows you to use your currency format.
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Decimals
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If you selected
Numeric in the
Data Type field, this field allows you to determine the number of decimal points in the number. For currency, this defaults to your currency format (2 for U.S.)
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Minimum Value
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If you selected
Numeric in the
Data Type field, this field allows you to determine the minimum number that the user can enter in the field.
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Maximum Value
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If you selected
Numeric in the
Data Type field, this field allows you to determine the maximum number that the user can enter in the field.
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Required for Accounting
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Select this option if the field is required for Accounting. In other words, Vision will not save the record if this field is not filled in. This option is only available if the Accounting module is installed.
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Required for CRM
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Select this option if the field is required for CRM. In other words, Vision will not save the record if this field is not filled in. This option is only available if the CRM module is installed.
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