User Fields
The User Fields form is used to store the names of different contact methods used like Phone, Fax, E-mail, Web Site, and any other information that you use.
Adding a New User Field: The User Fields form
If you click on the Ellipse button to the left of the Field column header you will enter into the User Fields form. This button appears on any form with a contact method field like the customer, vendor, orders, employee and job forms. Inside the User Fields form you will see a type or types of User Field names, the chosen Mask for each method and the Sort order.
You can change the Sort order or the Mask number of the line item that you are on. If you wish to add a new User Field, click on the New button at the top of the form. To delete a user field, click the little delete button before the selected User Field. To add a new Mask number and format, scroll down until there is a blank line and then enter the add mask. The Mask Format is where you can set a format for a certain User Field. For instance, if you have selected Work Phone as the User Field type, Mask #1 is assigned to that type. Mask #1 reads !(@@@) @@@-@@@@. The "!" makes the mask left-justified and the "@" allows you to input any kind of character. Therefore, if you are in the User Field field, select Work Phone and type in 1234567890, it will appear as (123) 456-7890.
You may have another mask setup as Mask #2 and it can be used for any kind of data or number such as an E-Mail address or Web site. This mask would read !@@@@@@@@@@@@@. You may also alter these masks or create more of your own. See Input Masks for more detail on the mask symbols you can use and how they work.
No matter what you must make sure you have a mask assigned to each of the user fields that are entered. If you do not want to use a mask format for some reason use the example in Mask #2 above to avoid formatting the entered data.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new User Field and corresponding information to be added.
The Save button will save the selected record.
The Undo button will cancel out the last change/s done to the record reverting it to its older state.
The Print button will open the User Fields Preview, which allows you to review and print.
The Export button will allow you to export the search results to your desired file type namely: HTML, PDF, RTF, Text and Excel.
The Close button will close the User Fields form.
Press F1 or click F1-Help button at the bottom left corner of the form for help on what this form is all about.