Editing Custom Tabs and Fields

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Custom fields can be created in Leads, Customer, Maintenance Contracts, Customer Equipment, Service, Install, Invoices, and Users. Once custom fields are created in those modules, a tab called '''Custom tabs''' will be created. On this tab, you can add multiple custom tabs containing custom fields as shown in the image above.
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In 7.1, you will see a tab called '''Custom Tabs''' in your Leads, Customer, Maintenance Contracts, Customer Equipment, Service, Install, Invoices, and Users. On this tab, you can add multiple custom tabs containing custom fields as shown in the image above.
  
 
View the video below for an overview or read through the guide for more information about setting up custom fields.
 
View the video below for an overview or read through the guide for more information about setting up custom fields.
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1.Go to Utilities module.
 
1.Go to Utilities module.
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<br>2.      Click '''Custom'''.
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<br>2.      Click Custom Tabs.
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<br>3.      Click '''Run It'''.
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<br>3.      Click Run It.
 
The Custom Table Designer window will open. This is where you will select what module you are adding the tab and fields to. You will assign a name for the tab and layout the custom fields on the tab.
 
The Custom Table Designer window will open. This is where you will select what module you are adding the tab and fields to. You will assign a name for the tab and layout the custom fields on the tab.
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<br>4.      Click '''New'''.
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<br>4.      Click New.
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<br>5.      In the '''Module''' field, select the module you want to add a new custom tab to.
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<br>5.      In the Module field, select the module you want to add a new custom tab to.
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<br>6.      In the '''Tab Name''' field, enter a name for the custom tab.
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<br>6.      In the Tab Name field, enter a name for the custom tab.
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<br>7.      Click '''Save'''.
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<br>7.      Click Save.
 
Now the tab is created, you can start adding the fields to the new tab.
 
Now the tab is created, you can start adding the fields to the new tab.
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<br>8.      Click '''Edit'''.
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<br>8.      Click Edit.
 
<br>9.      Click [[File:PlusSign.jpg]] at the bottom of the Custom Table Designer.
 
<br>9.      Click [[File:PlusSign.jpg]] at the bottom of the Custom Table Designer.
  
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<br>[[File:NewFieldRow.jpg]]
 
<br>[[File:NewFieldRow.jpg]]
  
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<br>11.  In the '''Field Name''' enter the name of the field. This is the database name and has the following requirements:
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<br>11.  In the '''Field Name''' and '''Field Description''', enter the name of the field. Do not enter any special characters in these fields, only letters.Do not have any spaces between words in the Field Name column. The Field Description is the name that shows on the custom tab.
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<br>--- <span style="color:orange"> '''DO NOT'''</span> enter any special characters '''Such as: !,@,#,$,%,^,1,2,3''' in these fields, '''only letters a-z & A-Z'''.
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<br>12.  Select the '''Field Type'''.
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<br>--- <span style="color:orange"> '''DO NOT'''</span> have any spaces between words in the Field Name column. The Field Description is the name that shows on the custom tab and the field description can have spaces.
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<br>13.  Place the field on the custom tab using the following columns:
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<br>---<span style="color:orange"> '''DO NOT'''</span> change the '''field type''' and/or '''field name''' once you have started to enter data into the field in the module. If you make changes to the '''field type''' and/or '''name''' the link to the original table field and/or data will be broken. (You can restore by reverting the type and/or name to the original state). If you change the '''type''' and/or '''name''' you will encounter issues since the table will contain field values of a type different than that selected or the field name will not match that in the underlying table. If the '''type''' and/or '''name''' are modified SME will crash when clicking on the module for the custom tables. You can change the description, but '''DO NOT''' change the '''field name''' and/or '''field type'''. The description is what shows on the custom tab.
 
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<br>12. In the  '''Field Description''' column, enter the name as you want it to show on the custom tab. This name can be changed if needed later.
 
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<br>13.  Select the '''Field Type'''. (see the ''do not'' notes under Field Name above)
 
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<br>14.  Place the field on the custom tab using the following columns:
 
 
<br>'''Left''' – number of pixels from the left side of the tab.
 
<br>'''Left''' – number of pixels from the left side of the tab.
 
<br>'''Top''' – Number of pixels from the top of the tab.
 
<br>'''Top''' – Number of pixels from the top of the tab.
 
<br>'''Height''' – Number of pixels high the cell is.
 
<br>'''Height''' – Number of pixels high the cell is.
 
<br>'''Width''' – Number of pixels wide the cell is.
 
<br>'''Width''' – Number of pixels wide the cell is.
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<br>15.  Click '''Save'''.
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<br>14.  Click '''Save'''.
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'''**NOTE**''' It is not advised to change the field type once you started to enter data into the field. If you decide to change the field type after data is entered into the field, then all the data that was entered into the original field type will be lost.
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[[File:Examples.jpg]]
 
[[File:Examples.jpg]]
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[[File:WidthExamples.jpg]]
 
[[File:WidthExamples.jpg]]
  
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Preview what the fields will look like by clicking the '''View''' tab in the Custom Table Designer window.
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Preview what the fields will look like by clicking the View tab in the Custom Table Designer window.
  
 
[[File:Preview.jpg]]
 
[[File:Preview.jpg]]
  
 
To see the custom tab in the module, close and reopen SME. Go the module and select the Custom Tab.
 
To see the custom tab in the module, close and reopen SME. Go the module and select the Custom Tab.
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== Rearrange Fields on Custom Tab ==
 
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Another way to rearrange the position of custom fields on custom tabs is to go to the '''Views''' tab, select the custom tab. Drag the fields in the position you want them in and click '''Save Layout''' in lower left corner. Once the layout is saved, you will see the Left and  Top column will be updated on the Design tab.
 
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<br>[[File:RearrangeFieldsOnCustomTab.png]]
 
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== Custom Tab Order ==
 
== Custom Tab Order ==
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<br>-          Log into SME
 
<br>-          Log into SME
 
<br>-          Then try editing again.
 
<br>-          Then try editing again.
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== Custom Fields in TechPortal ==
 
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If you want the custom fields you create in Service Orders or Install Orders to show in TechPortal you need to check Show In TP.  Once checked, the tab the fields are on will show in TechPortal and all the fields with that checked will show on the tab.
 
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<br>[[File:CustomTabsInTP.png]]
 
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<br>If you create a custom tab in service orders called “Tech”, all the fields on that tab with “Show in TP” checked will show on the detail tab circled in image below.
 
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<br>[[File:TechCustomField.png]]
 
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== Custom Fields in Customer populate Service Order etc. ==
 
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If you have the same custom field in a customer record and in a service order, then when you create a service order for the customer, the custom field will be populated by what is in the field in the customer record. The value in the customer custom field will be passed into the service order custom field.
 
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<br>When setting up the custom field, in order for the data in the field to pass to the service order the fields have to have the exact same Field Name, Field Type, Field Description, Field Length and if it is a pick list, it must have the same values in the pick list column.
 
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<br>[[File:CustomTable_SameFieldName.png]]
 
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<br>Then go to the customer record and fill out the custom field. Going forward, when you create a service order for the customer, the value in the customer custom field will pass to the service order custom fiel. (image below)
 
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<br>[[File:CustomFieldFollowtoOrder.png]]
 
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<br>Values can pass from one record to another in the following scenarios:
 
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<br>Customer to Service Order
 
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<br>Customer to Install Order
 
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<br>Customer to Invoice
 
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<br>Lead to Customer
 
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<br>Proposal to Service Order
 
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<br>Proposal to Install Order
 
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<br>Service Order to Invoice
 
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<br>Install Order to Invoice
 
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== As Details Checkbox ==
 
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<br>[[File:AsDetails.png]]
 
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When setting up a new custom tab you can check '''As Details''' and the custom tab will display under '''Custom Details''' tab, not Customer Tab tab. In each field on a Custom Details tab you can enter multiple entries.
 
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<br>[[File:CustomDetailsTab.png]]
 
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== Tech Certificates ==
 
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New feature as of 8.1.5.106
 
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This lets you create additional fields for technician and subcontractor certifications.
 
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[[File:TechCertCustom.jpg]]
 
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[[File:TechCertForm.jpg]]
 

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