Custom Tabs and Fields - Revision history

Marks at 17:50, 28 February 2020

2020-02-28T17:50:45Z

← Older revision		Revision as of 17:50, 28 February 2020
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	View the video below for an overview or read through the guide for more information about setting up custom fields.		View the video below for an overview or read through the guide for more information about setting up custom fields.

	~~<embedvideo service="youtube">https://www.youtube.com/watch?v=Del59utdPR8</embedvideo>~~
	{{#ev:youtube\|Del59utdPR8}}		{{#ev:youtube\|Del59utdPR8}}

Marks at 17:49, 28 February 2020

2020-02-28T17:49:05Z

← Older revision		Revision as of 17:49, 28 February 2020
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	<embedvideo service="youtube">https://www.youtube.com/watch?v=Del59utdPR8</embedvideo>		<embedvideo service="youtube">https://www.youtube.com/watch?v=Del59utdPR8</embedvideo>
			{{#ev:youtube\|Del59utdPR8}}

	== Types of Custom Fields ==		== Types of Custom Fields ==

Marks: covert videoflash to embedvideo

2020-02-28T17:48:06Z

covert videoflash to embedvideo

← Older revision		Revision as of 17:48, 28 February 2020
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	<embedvideo service="youtube">https://www.youtube.com/watch?v=Del59utdPR8</embedvideo>		<embedvideo service="youtube">https://www.youtube.com/watch?v=Del59utdPR8</embedvideo>
	~~<videoflash>Del59utdPR8</videoflash>~~

	== Types of Custom Fields ==		== Types of Custom Fields ==

Marks at 17:47, 28 February 2020

2020-02-28T17:47:37Z

← Older revision		Revision as of 17:47, 28 February 2020
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	View the video below for an overview or read through the guide for more information about setting up custom fields.		View the video below for an overview or read through the guide for more information about setting up custom fields.

	<youtube>https://www.youtube.com/watch?v=Del59utdPR8</~~youtube~~>		<embedvideo service="youtube">https://www.youtube.com/watch?v=Del59utdPR8</embedvideo>
	<videoflash>Del59utdPR8</videoflash>		<videoflash>Del59utdPR8</videoflash>

Marks at 17:47, 28 February 2020

2020-02-28T17:47:01Z

← Older revision		Revision as of 17:47, 28 February 2020
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	View the video below for an overview or read through the guide for more information about setting up custom fields.		View the video below for an overview or read through the guide for more information about setting up custom fields.

			<youtube>https://www.youtube.com/watch?v=Del59utdPR8</youtube>
	<videoflash>Del59utdPR8</videoflash>		<videoflash>Del59utdPR8</videoflash>

Marks: /* Tech Certificates */

2016-02-17T18:19:31Z

Tech Certificates

← Older revision		Revision as of 18:19, 17 February 2016
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	== Tech Certificates ==		== Tech Certificates ==
	New feature as of 8.1.5.106		New feature as of 8.1.5.106

	This lets you create additional fields for technician and subcontractor certifications.		This lets you create additional fields for technician and subcontractor certifications.

	[[File:TechCertCustom.jpg]]		[[File:TechCertCustom.jpg]]

	[[File:TechCertForm.jpg]]		[[File:TechCertForm.jpg]]

Marks at 18:19, 17 February 2016

2016-02-17T18:19:06Z

← Older revision		Revision as of 18:19, 17 February 2016
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	When setting up a new custom tab you can check '''As Details''' and the custom tab will display under '''Custom Details''' tab, not Customer Tab tab. In each field on a Custom Details tab you can enter multiple entries.		When setting up a new custom tab you can check '''As Details''' and the custom tab will display under '''Custom Details''' tab, not Customer Tab tab. In each field on a Custom Details tab you can enter multiple entries.
	<br>[[File:CustomDetailsTab.png]]		<br>[[File:CustomDetailsTab.png]]

			== Tech Certificates ==
			New feature as of 8.1.5.106
			This lets you create additional fields for technician and subcontractor certifications.
			[[File:TechCertCustom.jpg]]
			[[File:TechCertForm.jpg]]

CraigL: added field name restrictions

2016-01-06T18:10:32Z

added field name restrictions

← Older revision		Revision as of 18:10, 6 January 2016
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	<br>11. In the '''Field Name''' enter the name of the field. This is the database name and has the following requirements:		<br>11. In the '''Field Name''' enter the name of the field. This is the database name and has the following requirements:
	<br>--- <span style="color:orange"> '''DO NOT'''</span> enter any special characters in these fields, '''only letters'''.		<br>--- <span style="color:orange"> '''DO NOT'''</span> enter any special characters '''Such as: !,@,#,$,%,^,1,2,3''' in these fields, '''only letters a-z & A-Z'''.
	<br>--- <span style="color:orange"> '''DO NOT'''</span> have any spaces between words in the Field Name column. The Field Description is the name that shows on the custom tab and the field description can have spaces.		<br>--- <span style="color:orange"> '''DO NOT'''</span> have any spaces between words in the Field Name column. The Field Description is the name that shows on the custom tab and the field description can have spaces.
	<br>---<span style="color:orange"> '''DO NOT'''</span> change the '''field type''' and/or '''field name''' once you have started to enter data into the field in the module. If you make changes to the '''field type''' and/or '''name''' the link to the original table field and/or data will be broken. (You can restore by reverting the type and/or name to the original state). If you change the '''type''' and/or '''name''' you will encounter issues since the table will contain field values of a type different than that selected or the field name will not match that in the underlying table. If the '''type''' and/or '''name''' are modified SME will crash when clicking on the module for the custom tables. You can change the description, but '''DO NOT''' change the '''field name''' and/or '''field type'''. The description is what shows on the custom tab.		<br>---<span style="color:orange"> '''DO NOT'''</span> change the '''field type''' and/or '''field name''' once you have started to enter data into the field in the module. If you make changes to the '''field type''' and/or '''name''' the link to the original table field and/or data will be broken. (You can restore by reverting the type and/or name to the original state). If you change the '''type''' and/or '''name''' you will encounter issues since the table will contain field values of a type different than that selected or the field name will not match that in the underlying table. If the '''type''' and/or '''name''' are modified SME will crash when clicking on the module for the custom tables. You can change the description, but '''DO NOT''' change the '''field name''' and/or '''field type'''. The description is what shows on the custom tab.

Amy at 20:46, 28 May 2014

2014-05-28T20:46:35Z

← Older revision		Revision as of 20:46, 28 May 2014
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	~~In 7.1, you will see a tab called '''~~Custom ~~Tabs'''~~ in ~~your~~ Leads, Customer, Maintenance Contracts, Customer Equipment, Service, Install, Invoices, and Users. On this tab, you can add multiple custom tabs containing custom fields as shown in the image above.		Custom fields can be created in Leads, Customer, Maintenance Contracts, Customer Equipment, Service, Install, Invoices, and Users. Once custom fields are created in those modules, a tab called '''Custom tabs''' will be created. On this tab, you can add multiple custom tabs containing custom fields as shown in the image above.

	View the video below for an overview or read through the guide for more information about setting up custom fields.		View the video below for an overview or read through the guide for more information about setting up custom fields.

Amy: /* Create Custom Fields */

2013-02-13T18:09:30Z

Create Custom Fields

← Older revision		Revision as of 18:09, 13 February 2013
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	<br>11. In the '''Field Name''' enter the name of the field. This is the database name and has the following requirements:		<br>11. In the '''Field Name''' enter the name of the field. This is the database name and has the following requirements:
	<br>--- <span style="color:orange"> '''DO NOT'''</span> enter any special characters in these fields, '''only letters'''.		<br>--- <span style="color:orange"> '''DO NOT'''</span> enter any special characters in these fields, '''only letters'''.
	<br>--- <span style="color:orange"> '''DO NOT'''</span> have any spaces between words in the Field Name column. The Field Description is the name that shows on the custom tab.		<br>--- <span style="color:orange"> '''DO NOT'''</span> have any spaces between words in the Field Name column. The Field Description is the name that shows on the custom tab and the field description can have spaces.
	<br>---<span style="color:orange"> '''DO NOT'''</span> change the '''field type''' and/or '''field name''' once you have started to enter data into the field in the module. If you make changes to the '''field type''' and/or '''name''' the link to the original table field and/or data will be broken. (You can restore by reverting the type and/or name to the original state). If you change the '''type''' and/or '''name''' you will encounter issues since the table will contain field values of a type different than that selected or the field name will not match that in the underlying table. If the '''type''' and/or '''name''' are modified SME will crash when clicking on the module for the custom tables. You can change the description, but '''DO NOT''' change the '''field name''' and/or '''field type'''. The description is what shows on the custom tab.		<br>---<span style="color:orange"> '''DO NOT'''</span> change the '''field type''' and/or '''field name''' once you have started to enter data into the field in the module. If you make changes to the '''field type''' and/or '''name''' the link to the original table field and/or data will be broken. (You can restore by reverting the type and/or name to the original state). If you change the '''type''' and/or '''name''' you will encounter issues since the table will contain field values of a type different than that selected or the field name will not match that in the underlying table. If the '''type''' and/or '''name''' are modified SME will crash when clicking on the module for the custom tables. You can change the description, but '''DO NOT''' change the '''field name''' and/or '''field type'''. The description is what shows on the custom tab.