User Defined Fields

Click the menu button, then Contact Management from the Administration list, then User-Defined Fields to display the Contact Management window. If you do not see the link, contact your ESL Office administrator to make sure you have sufficient permissions.

Click New to display the User-Defined Fields window.

Create the user-defined field as follows

Module

Use this drop-down to specify where the user-defined field is located.

Name

Give the user-defined field a name here.

Data Type

Use this drop-down to specify the type of user-defined field and how it appears to the user.

Bit

The user-defined field presents to the user as a Yes / No checkbox.

Character

The user-defined field presents as a text field where you can enter any alphanumeric string.

Date

The user-defined field presents as a date field where you can enter the date directly in the field in MM/DD/YYYY format or click the calendar icon and set the date using the date picker tool.

Integer

The user-defined field presents a field that only accepts integers.

List

The user-defined field presents as a drop-down list.

Numeric

The user-defined field presents as a field that can accept any number format (integer or decimal).

Active

Check Yes to mark the user-defined field as active and available to users. Check No to mark the user-defined field as inactive and unavailable to users.

If you selected List as the data type, define the list items by clicking the New Item button to display the List window. The New Item button appears when you choose the List data type.

Name the list item in the field. Check Active if you want the list item to appear in the drop-down. Click OK.

Click OK to close the User-Defined Fields window.