Entering user-defined data

Before you begin, make sure you followed the instructions in Creating a User-Defined Table and in Creating a User-Defined Tab.

Note: This is available only in Desktop.

To enter single-instance, user-defined information

1. From Customers, select Manage customers to open the Manage customers window.
2. Open the customer’s record.
3. Select the specific tab, and enter the appropriate data.

Note: To select values for a field defined as a Multi Select field (for example, the Interest Codes field in the sample Lists user-defined tab), click the Select Values button located to the right of the field to open the Select Values – Web Page Dialog window.

4. Click Save to save the data.

To enter multi-instance, user-defined information

If you use the first field on a multi-instance tab as a key field, the first field must have a Type equal to Char and a general lookup/validation table. This field acts as the key field that allows you to stack data. For example, you may have a questionnaire that is distributed to customers, and you want to track responses for each occurrence. The questionnaire would be entered one time for each ID and could be tracked by the distinct name (key field).

Note: When creating a general lookup/validation table for a multi-select field in a user-defined table, the Description field on the Set up general lookup/validation window must contain a unique value for each Code.

1. From Customers, select Manage customers to open the Manage customers window.
2. Open the customer’s record.
3. Select the specific tab in which you want to enter data.
4. Place your cursor in the first field of the bottom (empty) row. A drop-down list will display.

Note: To select values for a field defined as a multi-select field, click the drop-down arrow on the field to open the Select Values window.

5. Select a value. Repeat this step for each additional field in the row.
6. Click Save.

To edit a multi-instance, user-defined record

1. From Customers, select Manage customers to open the Manage customers window.
2. Open the customer’s record.
3. Select the specific tab that you want to edit.
4. Place your cursor in the field that you want to edit. A drop-down list will display.
5. Expand the drop-down list, and select a value. Repeat this step for each additional field you want to modify.
6. Click Save.

To view a multi-instance, user-defined record

1. From Customers, select Manage customers to open the Manage customers window.
2. Open the customer’s record.
3. Select the tab containing the record you want to view.

To delete a multi-instance, user-defined record

1. From Customers, select Manage customers to open the Manage customers window.
2. Open the customer’s record.
3. Select the tab containing the record you want to delete and use one of the following methods:
• Select the entire row in a tab and press the Delete key on your keyboard. If you select this method, the entire row of data is deleted from the tab from which you are performing the delete, as well as any other customer tab that contain those fields.
• Select the data in a field and press the Delete key on your keyboard. If you select this method, only the data from the field you select is deleted from the tab from which you are performing the delete, as well as any other tab using the field.
4. Place your cursor in the field containing the data to be deleted. A drop-down list will display.
5. Expand the drop-down list, and select an empty (blank) value from the bottom of the list. Repeat this step for each field in the record that you want to delete.
6. Click Save.

Note: When deleting data from multi-instance tab, a data row is not permanently removed from the database until all the fields for the multi-instance table are deleted, either by selecting and deleting an entire row or blanking data from a field.