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.
|
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.