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Overview:

The User Defined Fields are created in this window to be available on various records (Jobs, Employees, etc.) to track information that is not a standard field.

Benefits:

  • Ability to make fields required to confirm data is captured

Roles:

  • System Administrator

Additional Content

  • Note: the nature of user defined fields being User Defined means that standard reports do not display the information.  Custom reports will need to be created to filter, display, etc., user defined values.

Location:

  • System Management > System Rules > User Defined Fields

Video:

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Penta Technologies continuously strives to improve customer content, therefore, information is subject to change at any time.