Management fields additional

Modified on 2009/10/04 17:22 by stefano Categorized as Uncategorized

==Management fields additional == {s:Related}
This section provides the ability to create additional, allowing thereby maximise the degree of customization tabs [Companies] fields
[Contacts], [Lead], [Activities|Activities], [Ticket], [Catalog], [Park machines].

{{<img src="{up}Manuale IT/2.3.8 setup - configurazioni - gestione campi aggiuntivi.PNG"/>}}

Here you can enter additional fields to further customize holdings; tabs to insert a new additional field click the {{<img src="{up}Manuale IT/NUOVO.PNG"/>}} button and fill in the table in the appropriate manner:

{{<img src="{up}Manuale IT/2.3.8.1 setup - configurazioni - gestione campi aggiuntivi - aziende.PNG"/>}}

Field: name of the add-in field.
Order: order will appear in the list.
Type: you can select the type of additional field among the following:

* Text - in the field you can write freely (eg. the Secretary of the holder name)
* Numeric - in the field you can enter only numbers (e.g. number of orders in the current year)
* Data - the field you can enter a date (e.g. date last contact)
* Select - in the field you can choose between a series of default options; a window in which you can write a list of terms.
* Username - in the field will write a username
* Password - in the field will write a password

Displays only if the field: allows you to select a different field to make a comparison. You can select fields are type company ([Business types]), industry ([Sectors|Sectors]), category ([Category])
equals at: in this box must be selected after comparison, you can choose among the options included in the relevant sections.

Add the groups ({{<img src="{up}Manuale IT/addall.PNG"/>}} adds them all, {{<img src="{up}Manuale IT/addsel.PNG"/>}} adds those selected in list "Groups", {{<img src="{up}Manuale IT/remsel.PNG"/>}} removes those selected in list "visible from", {{<img src="{up}Manuale IT/remall.PNG"/>}} removes all groups) that will display, compile and/or modify this extra field and click the {{<img src="{up}Manuale IT/SALVA.PNG"/>}} button to confirm.

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Management fields additional