Table of Contents

About User-Defined Fields

By creating user-defined fields, you can include additional fields in any module as a way of collecting information that is unique to your company. You can specify fields for individual modules and accounts. The fields you create can involve date formats, drop-down menus, radio buttons, text boxes, or checkboxes.

Access User-Defined Fields

Add User-Defined Check Box

Add User-Defined Date

Add User-Defined Drop-down

Add User-Defined Radio Button

Add User-Defined Text Box

 

Access User-Defined Fields

  1. From Quadra, access Administration.
  2. On the left hand menu, go to User-Defined Fields and click Manage Fields.