Order' UDF Details
In this tab, you can view all the UDF (User Defined Fields) from R2 > Accounts > Order > UDFs.
System allows you to create any number of fields.
Order UDFs from R2 > Accounts > Order
Field Name | Description |
|---|---|
UDF #1: Sales Person | Sales person of an Order |
UDF #2: Project Manager | Project Manager of an Order/Event |
UDF #3: Event Manager | Event Manager of an Event |
UDF #4: 2nd Planner | Planner person of an Event |
UDFs shown here are Order Specific and Managed through R2 > Accounts > Order > UDFs.
For more information reach out to your respective PMs through UBS Support.