To update user defined values for a contact

The procedure to update user defined values for a contact is as follows:

1. Using the global search facility, type in the first few characters of the contact 1.
2. Double-click on the row containing the exact record match. Where the expected record is not listed, a more advanced search can be conducted using the spy-glass icon ().
3. Click on Contact Details. The Contact Details window is displayed for the current contact.
4. Click on User Defined 1. The User Defined tab is activated, revealing all active user defined fields 2.
5. Enter the desired value for each user defined field, as required. The permitted value type (Date Only, Date Time, Decimal, Integer, Lookup, Text, Time Only, True or False), format and range are set in advance within the field definition 3.
6. Click on Save.

Tip

1 Use the Left () and Right () scrolling arrows to reveal additional tabs that might be hidden from view.

Note

1 The search facility will automatically return all possible matches for both first name and last name once the Number of characters before an automatic search commences system preference is reached.

2 Where no user defined fields exist, the tab cannot be selected.

3 As user defined fields are not mandatory, additional values can be appended to the record at any time, as required, although maintaining comprehensive information from the start will reap its own rewards.

See related topics...

To create a user defined field

To create a user defined lookup type

To create a user defined lookup parameter value

To create a new contact

Using the search facility