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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<br>11.  In the '''Field Name''' enter the name of the field. This is the database name and has the following requirements:  
 
<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>--- <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>--- <span style="color:orange"> '''DO NOT'''</span>enter any special characters in these fields, only letters.
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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>--- <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.
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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>---<span style="color:orange"> '''DO NOT'''</span> change the field type or field name once you started to enter data into the field. If you, then all the data that was entered into the original field type will be lost. You can change the description, but do not change the field name or field type. The description is what shows on the custom tab.
  
 
<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.
 
<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>13.  Select the '''Field Type'''.
 
<br>14.  Place the field on the custom tab using the following columns:
 
<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.
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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 ==
 
== Rearrange Fields on Custom Tab ==
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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.
 
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.
 
<br>[[File:CustomDetailsTab.png]]
 
<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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