User Defined Fields (UDFs) let you customize what information you ask for on each call. They can be defined for each trader or for a contact.
Trader UDFs
- Name – Description of the User Defined Field
- Data Type – the data you are capturing can be of four types:
- Date – Allows you to select a date against the UDF
- Text – Free typed text
- Number– A number
- List – Create a list
- Priority – If a priority is set, the higher up the list the UDF is displayed
- Type – If a type is set, Logins can be restricted to see this UDF
- Required – if set the user will be made aware that the field is required, but won’t force them to enter information
- In use – if set the UDF will be seen as in use, otherwise it won't be seen
Note: If you no longer require a UDF, don't delete the data field, clear the In Use option instead. If you need the call details in the future, it will be kept in your data.
Contact UDFs
- Name – Description of the User Defined field
- Data Type
- Date – Allows you to select a date against the UDF
- Text – Allows you to enter text against the UDF
- Number– Allows you to enter a number against the UDF
- List – Allows you to create a list, which then enables you to then select from against the UDF
- Priority – if a priority is set, the higher up the list the UDF is displayed
- Type – if a type is set, Logins can be restricted to see this UDF
- Required – if set the user will be made aware that the field is required, but won’t force them to enter information
- In Use – if set the UDF will be seen as in use, otherwise it won t be seen
Note: If you no longer require a UDF, don't delete the data field, clear the In Use option instead. If you need the call details in the future, it will be kept in your data.
- CRM Campaigns – Allows the login to view Campaigns.
See Also
