This is a overview of all User Defined Fields available in the system and where you can rename the Standard system Fields.
Use the Menu option: Setup > Field Headings > ...
Additional Fields are available on:
• | Account (100 Fields at Account/Company level) |
• | Contact Names (80 Fields at Contact Name level) |
• | Products (20 Fields at Product level) |
• | Account Project (100 Fields at Project level when using Multiple Projects) |
• | All Fields > (Area:xxx) (changes made to Standard System fields in this specific Area) |
• | All Fields > (Global) (changes made to Standard System fields across all Areas) |
There are several places to change screen texts depending on what exactly you want to do.
Account Additional Fields
Menu option: Setup > Field Headings > Account Additional Fields
These are the 100 user defined fields at Account level, click here for more information.
Adding a Heading here will also set the same heading everywhere on the screen that they are used.
These Fields can be included in Panels and Additional Page Tabs on the Account Details screen.
Contact Additional Fields
Menu option: Setup > Field Headings > Contact Additional Fields
These are the 80 user defined Fields at Contact Name level, click here for more information.
Adding a Heading here will also set the same heading everywhere on the screen that they are used.
These Fields can be included in the Contact Names section on the Account Details screen.
Project Additional Fields
Menu option: Setup > Field Headings > Project Additional Fields
These are the 100 user defined Fields at Project level, only usable if you use Multiple Projects.
These Fields can be included in Panels and Additional Page tabs on the Account Details screen.
By setting up Project Additional Fields, each Account can have a different set of Fields for each Project it is in.
Product Additional Fields
Menu option: Setup > Field Selection > Customer Product Details
These are the 50 user defined Fields at Product Name level.
These Fields can be included in the Products section on the Additional Page tabs on the Account Details screen.
To set Product Additional Fields to a memo type Field enter *Text[xxx] (example *Text[150]) in the Control Field in the All fields screen.
Click here for more information on setting up Products.
All Fields Defaults
Menu option: Setup > Field Headings > All Fields
These texts affect the headings on most screens and acts as the default texts when setting up Panels and selecting Fields for the Account List, Contact Names list, Product list, Contact History list.
NOTE: The Menu has 2 options: (Global) and (001) - or whichever Area you are in. The Global option sets the default for all Areas, the (001) overrides the default to set specific texts for that Area.
Click here for more information.