How to create a user defined field?
Issue/Symptom/Question
Where can we add the Date Started and Date Completed on the Job?
Environment
System Management
User Defined Fields (UDF)
Resolution/Fix/Answer
Go to System Management > System Rules > User Defined Fields
- Select the area to update (job, customer, vendor, etc.)
- Enter the field name
- Enter the field type
- Indicate if the UDF should be required (for example: cannot close window unless entered on Jobs)
- Update the database with the new field