The Activity record is capable of storing a sufficient quantity of information to cater for most requirements. However, in some circumstances, it might be necessary to store additional information for which no fields have been provided. The User Defined Fields - Activities setting allows you to add your own fields to each Activity record for this purpose. The new fields will be visible on the 'User Values' card of each Activity record.

Use the Modules menu to enter the CRM module and then select 'Settings' from the File menu or click [Settings] in the Master Control panel. Double-click 'User Defined Fields - Activities' in the resulting list. The 'User Defined Field Labels - Activities: Inspect' window opens. Make changes as required and then click the [Save] button in the Button Bar to save changes and close the window. Click the close box if you do not want to save changes.

When the 'User Defined Field Labels - Activities: Inspect' window is empty as shown in the illustration above, the 'User Values' card of each Activity record will be empty as well:

Use the 'User Defined Field Labels - Activities: Inspect' window to give names to the new fields that you want to be shown on the 'User Values' card of each Activity record. You can add up to five text fields (fields that can contain letters and numbers), three value fields (fields that can hold numbers only) and three date fields. In this example, we have added two text fields, two value fields and one date field:

This is how they appear on the 'User Values' card of the Activity record:

You may need to quit Hansa and restart before any changes made in this setting can take effect.

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