Advanced Enterprise Technologies, Inc.
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Copy User-Defined Field

If you need to create a variation of an existing user-defined field, you can use the Copy function.

  1. Open User-Defined Fields from Administration.
  2. Use the search function to locate a UDF if there are a lot of fields.
  3. Select a UDF from the list and under the action menu, click Copy.  A copy of the General, Module, and Accounts sections will be created, allowing you to edit any of the fields.
  4. On each section, edit the fields as needed.
  5. Save Field.