User Defined Fields_Difference between columns

[TonyaG]

New to this program and setting up database. Could someone explain to the
difference between the left column and the right column under the user
defined fields?

What's the diff. between a group and a field?
Would greatly appreciate any input that you have.
Thanks,

 

[Jan K]

New to this program and setting up database. Could someone explain to the
difference between the left column and the right column under the user
defined fields?

What's the diff. between a group and a field?
Would greatly appreciate any input that you have.
Thanks,

User defined fields are placed in the left or the right column of your
screen.
They can also be placed on otrher screens, where they will appear underneath
the (FIXED) fileds use dby BCM
A group is only used for lay-out purposes, no real function but it looks
bettrer on your screen.
I'm very interesetd in how you will come along using BCM

 

[TonyaG]

Thanks Jan - appreciate your prompt response. Do you know I apply a user
defined field to an account? I've entered in all of my user defined fields
that i want to use. But now i need to figure out how to apply them to each
accout in my BCM.

Any thoughts you have would be greatly appreciated

Thanks!

 

[Jan K]

Thanks Jan - appreciate your prompt response. Do you know I apply a user
defined field to an account? I've entered in all of my user defined fields
that i want to use. But now i need to figure out how to apply them to
each
accout in my BCM.

Any thoughts you have would be greatly appreciated

Thanks!

As I'm musing a Dutch version, menu items may differ a bit.
- Select an account
- In the menu I've :"Action", "show", "communicate", "" options"
In the "show" menu, select the view you want to add items to (Let's just use
the default, "main")
In the "options" menu, selct adjust form.
Now you can add fields, the fuields will be added to th emain screen, but
maybe you have to scroll down to see them. If you add a field with a name
already in use, BCM will recognize and use teh already existing field.

 

[TonyaG]

Jan,
Your information is proving to be beyond helpful! I appreciate it so much.
Just one more question for you. I am starting to understand how to use the
'user defined' fields. However, how do i print out a report using the custom
columns?

I will try and make this as abbrieviated as possible. I have accounts set
up. (We're a landscape architecture firm). I've set up various user defined
fileds to indicate which type of business each account is (architect,
engineer, planner, etc.)

I'm not sure if this is the best way to do it, but as a trial, i went into a
couple of my accounts who i know are architects. at the top of the screen, i
went to the "show" menu, clicked on user defined fields, and then put an "x"
next to the Architect field.

Now i want to print out a report which would include all of our architects.
I cilick on reports, accounts, by category, and then when i go to print out
the report, under "modify report", custom columns and click the box
"architect".

This pulls together a list which a check mark next to all the architects.
however, the $64,000 question is:
is there a way to print up ONLY the architects under this report using the
user defined fields?

i know that's the long winded version of asking that question but if you
have any info that would be greatly appreciate.

Thanks so much!
Tonya