Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Settings Previous Next Entire Chapter in Printable Form Search This text refers to program version 4.2 User Defined Fields - Activities 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. |