Entities that support UDF's

User Fields button.

Asset edit window

• Asset search can be performed using the user field value in the 'Search Asset' window.

  Search Asset window

  

   

   

User Fields button.

Contact edit window

• Contact search can be performed using the user field value in the 'Search Contact ' window.

  Search Contact window

  

   

   

User Fields button.

Company and Customer edit window

• Search can be performed using the user field value in the 'Search Customer/ Company' windows.

Event' window and also in 'Search Event' window.

Search Events window

Events window

• Event search can be performed using the user field value in the 'Search Event' window.

  Search Events window

  

   

• Want to Know more?

Search Invoices

Search Invoices

• Search Summary Invoices

  Search Summary Invoices

  

   

• Summary Invoice edit

  Summary Invoice edit window

  

   

Labor edit' window.

Labor edit window

Location Details' window.

Location details window

'Order' window.

Order window

Project window

Projects window

• Search Projects window.

  Search Projects window

  

   

• Projects can be search based on the UDF value in 'Search Projects' window. More details

Purchase Order' window by clicking the User Fields icon.

Service work Order' window.

Site edit' window by clicking the User Fields icon.

• Site can be search based on the UDF value in Search Site window.

Transportation Logistics window.

Transportation Logistics window.

Kit, and Misc edit window. How to create User Fields?

Kit edit window

Figure 2.0: Item Edit window

• Item/ Kit/ Misc can be searched based on the UDF value in their respective search windows. UDF search is also supported in 'Search Inventory' window. How to search?