User Defined Fields

User Defined Fields (UDFs) allow you to create custom fields for storing additional information related to Agreements, along with other modules such as Jobs, Assets, Purchase Orders, Parts, Contacts, and Sales Orders. These fields are highly configurable and can be tailored to meet your organisation’s specific requirements.

Access Control
Only users with access to the Administration section of SAM can create or manage UDFs. Before planning or implementing UDFs, ensure that the appropriate permissions are granted.

Configuration and Display
UDFs for Agreements are displayed under the User Defined Fields window within the Agreements module. This dedicated UDF window allows you to capture and manage additional Agreements-specific information, ensuring all relevant details are readily accessible.

Steps to Add a New Agreement User Defined Field

To create a new UDF for Agreements, follow these steps in the Administration module:

1. Select a Module: Choose the Agreements module from the dropdown list.
2. Click the Add Button: Found below the list of existing custom fields.
3. Choose a Field Type: Specify the type of field you wish to create (e.g., text, number, date).
4. Insert a Field Name: Provide a descriptive name for the field.
5. Insert a Default Value: Enter a default value, if applicable.

By leveraging UDFs, you can capture and manage the specific Agreements-related data your organisation requires, ensuring flexibility and enhanced data management within the Agreements module.