Editing Custom Tabs and Fields
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− | Custom | + | 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. | ||
− | + | <videoflash>Del59utdPR8</videoflash> | |
== Types of Custom Fields == | == Types of Custom Fields == | ||
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1.Go to Utilities module. | 1.Go to Utilities module. | ||
− | <br>2. Click | + | <br>2. Click Custom Tabs. |
− | <br>3. Click | + | <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. | ||
− | <br>4. Click | + | <br>4. Click New. |
− | <br>5. In the | + | <br>5. In the Module field, select the module you want to add a new custom tab to. |
− | <br>6. In the | + | <br>6. In the Tab Name field, enter a name for the custom tab. |
− | <br>7. Click | + | <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. | ||
− | <br>8. Click | + | <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]] | ||
− | <br>11. In the '''Field Name''' enter the name of the field. | + | <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. |
− | + | <br>12. Select the '''Field Type'''. | |
− | + | <br>13. Place the field on the custom tab using the following columns: | |
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<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. | ||
− | <br> | + | <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]] | ||
− | Preview what the fields will look like by clicking the | + | 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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== Custom Tab Order == | == Custom Tab Order == | ||
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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. | <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. | ||
<br>[[File:TechCustomField.png]] | <br>[[File:TechCustomField.png]] | ||
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