To update user defined values for a rent agreement

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

  1. Using the global search facility, type in the first few characters of either the responsible contact for the agreement or the asset address 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 Agreements (contact summary 360 view) or History (for an asset) 2. The Agreements tile (or History tab) is activated, revealing a list of all agreements associated with the contact (or asset) in the Agreements (or Rent) summary table.
  4. Double-click on the row containing the specific agreement in which user-defined values will be recorded. The Agreement Details window is displayed.
  5. Click on User Defined. The User Defined tab is activated, revealing all active user-defined fields relevant to the agreement 3.
  6. 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 4.
  7. Click on Save.


Note

1 The search facility will automatically return all possible matches for a contact's first name and last name once the Number of characters before an automatic search commences system preference is reached; it will likewise return all possible matches for any corresponding address field.

2 The availability and customisation of all Contact Summary 360 View tiles is controlled separately for each end user via their unique system profile.

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

4 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...

Rents agreement management overview

To create a user defined field

To create a user defined lookup type

To create a user defined lookup parameter value

To define the user profile

Using the search facility