Overview of free fields for Service management
Menu path
Service management à Setup à Free fields à Free fields (Configuration)
Introduction
This page displays the overview of the additional free fields that can be defined for accounts, contacts, addresses, and contracts.
Roles and rights
To view free fields, function right 868 – View service configuration free fields is required. Users with the Service desk, Service engineer, Service planner, or Service manager role have this function right.
Notes:
- For more details on function rights, go to System à Setup à Security à Function rights.
- For more details on roles, go to System à Setup à Security à Roles.
What version are you using?
The information in this document is based on product update 250.
How do I view free fields?
- On the Configuration: Free fields – Configuration header page, type or select a division at Division under the Criteria section.
- Click Refresh.
- Select the required free field under the Name column. For more information, see Defining free fields for accounts, contacts, addresses, and contracts.
How do I clear the information of the free fields?
- On the Configuration: Free fields – Configuration header page, type or select a division at Division under the Criteria section.
- Click Refresh.
- Select the check box of the required free field.
- Click Clear. A message “Confirm: Clear” will be displayed.
- Click OK.
Keep in mind: The check boxes of the free fields are enabled only after the free fields are defined.
Buttons
Refresh
Click this to update the overview according to the defined criteria.
Clear
Click this to remove the information of the selected free field.
Note: This action will also remove the information from the related account cards, contact maintenance screen, address maintenance screen, and contract cards.
Close
Click this to exit.
Fields
The free fields that can be defined are Date, Amount, Text, Yes/No, GUID, and Number. However, the Number fields are only available for accounts and contracts, whereas the GUID fields are only available for accounts.
Criteria section
Division
Type or select a division to view the free fields created for the division.
Related documents
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
22.699.350 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
02-10-2012 |
Release: |
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Attachment: |
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Disclaimer |