User defined fields allow you to create data fields within SalesPad Cloud, allowing you to customize your SalesPad Cloud experience and quickly access the data that matters most to you. User defined fields are available for:
Purchase order lines
Purchase receipt lines
Sales document lines
You can create up to 30 UDFs per business object (Customer card, sales document, etc.).
To get started, select User Field Definitions from the Settings menu.
Entity Type - Specifies which business object the UDF is for; choose from Contact, Customer, ItemMaster, PurchaseLineItem, PurchaseOrder, Purchase Receipt, PurchaseReceiptLine, SalesDocument, SalesLineItem, or Vendor
Column Name - Determines what the dataset is called in SalesPad Cloud's database
Caption - Determines what the UDF is labeled in SalesPad Cloud
Data Type - Specifies the data type for this UDF; choose from Checkbox, Color, Currency, Date, DropDown, Number, Percent, String (a text field with a 250 character limit), or URL
Options - Allows you to enter options to appear in a dropdown data type UDF (this field only appears for the DropDown Data Type)
Display Order - Determines what order this UDF is displayed in in relation to other UDFs for the same business object
When you've finished entering your information, click Save.
Note: Your new UDF will not appear in SalesPad Cloud until you've done a full refresh on your browser.
To edit an existing user defined field, find the UDF in the grid on the User Field Definitions page, then select the Edit icon that appears when you hover over the Entity Type column entry for that UDF.
The Edit User Field Definition drawer will appear. Make your changes, then click Save to close the drawer.
To make a UDF inactive, open the Edit User Field Definition drawer and click the Set Inactive button in the lower left-hand corner.
Note: Any changes made to a UDF will not appear in SalesPad Cloud until you've done a full refresh on your browser.
UDFs appear in User Fields tabs for Customer, Item, Vendor cards, purchase orders, purchase receipts, and sales documents, and they are available as columns for contacts, purchase order lines, purchase receipt lines, and sales document lines. When UDFs are available as columns, the columns are labeled with whatever text you entered in the Caption information field when creating the UDF.