To enter user-defined customer, vendor or contact data:Use the User Defined Data screen to enter additional user-defined information about a customer, vendor, or contact. This information is usually detailed or personal data that you learn about the company or contact in the course of doing business.
Examples of user-defined customer data:
Number of Employees
Buying Group
Association
Competitors
Examples of user-defined contact data:
Birthday
Years employed at this company
Spouse's name
Hobbies
The system stores customer, vendor, and contact user-defined data in the following user-defined files:
CUST.CLASS
CUST.GROUP
VEND.CLASS
CONTACT.CLASS
To limit which user-defined fields display on the User-Defined Data screens, complete the following control maintenance records:
For more information, see the Creating User-Defined Files.
To enter user-defined customer, vendor or contact data:From the Files menu, select Customer, Vendor, or Contact to display the maintenance screen.
Enter the entity name to display the customer, vendor, or contact record.
Use the Classify hot key to display the User Defined Data screen. The system populates the following fields with:
File Name – The system file name containing the user-defined prompts listed on the screen.
Desc ID – The entity for which this screen is displayed.
Prompts – The field names for which you enter data. If completed, the control maintenance records listed above determine the field order in which the prompts appear on the screen.
Category – The SFA Category assigned to each prompt in Dictionary Maintenance. The system uses the category for selection and sorting purposes.
In the Input field for any of the items listed in the Category field, enter the value to store for this entity. If the field is validated, press F10 for a lists of possible entries.
Notes: User-defined categories and validated input options are defined in Eclipse Dictionary Maintenance.
Use the Sort hot key to change the order in the field name list. Enter one of the following sort options:
Default – Sorts the field names in the order defined in the control maintenance record listed above, or alphabetically if the control maintenance record is blank.
By Attribute – Sorts the prompts by the attribute number assigned in Dictionary Maintenance.
By Category by Prompt – Sorts the prompts alphabetically by category, then within each category, alphabetically by prompt name.
By Category by Attribute – Sorts the prompts alphabetically by category, then within each category, by attribute number.
By Prompt – Sorts the prompts alphabetically by prompt name.
Use the Category hot key to filter the categories displayed in the list to only those associated with one or more SFA categories.
Use the Log hot key, as needed, to view all of the changes made to this screen.
Press Esc to save the settings and return to the previous screen.
See Also: