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Product Details Fields
Julia Zabnicka avatar
Written by Julia Zabnicka
Updated over 2 years ago

Customer Products can be used in many different ways but the content of the Data is always very similar. The system also makes it possible to rename and reconfigure these Fields.

Please Note - It is best to reconfigure before Importing or Entering any Data.

To configure the Customer Product List section on the Additional Page tabs go to the Menu option, Setup > Field selection > Customer Product List.

Click here for more information

Go to the Menu option: Setup > Field Selection > Customer Product Details.

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List type

There are three options for Type, this enables two distinct Product Lists to be shown in the Account Details screen (select the appropriate Product options in the Additional Page Tab setup). Note that the names "Existing" and "Potential" are arbitrary and could refer to some other designations. If only one list of Products is required just leave the Type option as Default.

Default There is no particular type for the Product Records

Existing The Product records are flagged as Existing Products

Potential The Product records are flagged as Potential Products

Select the required Type and click the button View.

Field Selection

Single-click the required Fields on the left side to be selected on the right side.

Use the delete button to remove unwanted Fields

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Each Field can be dragged up or down (not with the cursor in one of the text boxes) to re-order the Fields.

To change a Field title enter the new name in the textbox for Replacement Name.

Field Type

To change the type of Data that is stored in a Field click the tools edit button.

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The available Field types are:

  • String (has a limit to the number of characters that can be saved)

  • Text (texts with unlimited length)

  • Date/time

  • Integer (zero decimal places)

  • Decimal numbers

  • Large decimal numbers (numbers greater than 32,000)

Control

You have the ability to add controls to these fields if needed.

Click here to find out more about Controls.

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