Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Settings Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.4 User Defined Fields - Activities This page describes the User Defined Fields - Activities setting in the CRM module.--- 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 Defined' card of each Activity record. To open the User Defined Fields - Items setting, first use the [Switch Module] button in the Navigation Centre to enter the CRM module. Then, if you are using Windows or Mac OS X, click the [Settings] button in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'User Defined Fields - Activities' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'User Defined Fields - Activities' in the 'Settings' list. The 'User Defined Field Labels - Activities: Inspect' window will open. Make changes as required and then click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save those changes and close the window. To close the window without saving changes, click the close box (Windows/Mac OS X) or tap < (iOS/Android). Settings in the CRM module:
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