Add User-Defined Text Box

Example of a User-Defined Text Box:

Add User-Defined Text Box

1. Open User-Defined Fields from Administration.
2. On the main User-Defined Fields page, click Add User-Defined Field.
   
3. Fill out the General section:
   • Type in a Field Name.
   • In the Control Type menu, select Text Box.
   • Leave Default Value blank since this is a text box.
   • Leave Display Order as 1 since this is a text box.
   • For Is Required select Yes or No.
     
4. At the top of the form, click the Module tab.
   
5. Fill out the Module section:
   • Select the Module from the drop-down list. 
   • Check the boxes for the Module Components in which this new field will appear.
     
6. At the top of the form, click the Accounts tab.
7. Check the boxes for the Accounts in which this field will appear. If you don't select any accounts, the user-defined field will appear in all accounts.
8. Click Add Field.