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This text refers to program version 6.2  

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 [Module] button in the Master Control panel to ensure you are in the Contact module and then click the [Settings] button, also 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 (you may need to restart Standard CRM to see the changes take effect). 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:

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