User Defined Fields (UDFs)

User Defined Fields (UDFs) allow you to create custom fields for storing additional information related to Jobs, Assets, Agreements, Customers, Products, Contacts, Suppliers, or Purchase 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 in place.

Configuration and Display
UDFs are displayed on the User Defined Fields tab within each module where they are enabled. Each module, such as Jobs, Customers, or Suppliers, has its own dedicated UDF window, allowing you to capture custom-defined information relevant to that module.

Steps to Add a New User Defined Field
To create a new UDF, follow these steps in the Administration module:

1. 1. Select a Module: Choose the relevant module from the dropdown list.

1. 1. Click the Add Button: Located below the list of existing custom fields.

1. 1. Choose a Field Type: Specify the type of field you wish to create (e.g., text, number, date).

1. 1. Insert a Field Name: Provide a descriptive name for the field.

1. 1. Insert a Default Value: Enter a default value, if applicable.

By leveraging UDFs, you can capture and manage the specific data your organisation requires, ensuring flexibility and enhanced data management across all modules.