Customer User Defined Fields

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To access the Customer User Defined Fields setup go into Marketing - Setup and select the Customer User Defined Fields tab.

 

You will see the following window:

 

Customer user defined fields

 

These can be used to collect data that is not normally collected by Navigator.

 

The data can be collected in a variety of ways.

 

To add a User defined Field, select the Add button.

 

create a customer user defined field

 

The available fields are as follows:

 

Field Name - The title of the "Question" you are asking

Data Type - You can select from the following:

Text

Numeric

Currency

Date

Time

Check Box

Look Up

Memo

 

Group - This describes the title of the tab on the User Defined Page

Field No. (in group) - This dictates where this entry appears on a page

Deleted Field? - Allows a field to be deleted from the Group.