UDF Fields Tab

Description: In the UDF Fields tab, a user can add, modify, or delete a UDF.

Clicking the UDF Designer button (located on the toolbar) will bring up the following pop-up window:

Field Descriptions Below

Label - This is the field label that will appear on the form next to the field.

Name -  This is the name of the field as it will appear in the associated UDF table in the database. Names cannot include punctuation marks (including spaces).

Data Type - Type of data that is expected. Choices include Character (text), Integer, Numeric, Boolean (true/false), Date, and Date Time (includes both date and time).

Default - Default value for new records (optional).

Min - Minimum allowed value (optional).

Max - Maximum allowed value (optional).

List - UDF List to use for quick entry.

Save - This button will save the UDF and rebuild all of the invoice designs to include the UDF fields.