Default

Description

In the pre-assignment you have the option of adapting parts of the input masks in the addresses according to your needs.

You can choose which Input fields for the tabs Address, Contacts, Employees, Client and Contractor should be displayed when creating an address. Defining Mandatory fields is also possible via the pre-assignment. Without filling out these defined fields, the address cannot be saved. You also have the option of adapting the names of some fields according to your requirements.

You can also define which options are included in the selection of the Plus logic should be displayed. You can Selection lists adapt to your needs and restrict or expand the entries.

Application



Features

Display and deselect input fields

  1. Select the menu> group Info Default .
  2. Select the tab to edit.
  3. By clicking on the selection list opens. Here you can select and deselect the desired fields for the respective point.
  4. The changes are applied after saving. The adjusted settings take effect when new addresses and contacts are created. The fields not automatically added.

Defining fields in lists of plus logic

  1. Select the menu> Info group Default .
  2. Select the tab to edit.
  3. By clicking on the dialog opens to the Field settings.
  4. In the column Hide you can select the fields that should be hidden or shown under this point.
  5. The changes are made by clicking on [OK] effective.
  6. The adjusted settings take effect for existing and new addresses and contacts.

Defining mandatory fields

To ensure that important information about addresses is recorded, it is possible to define certain input fields as mandatory fields.

The address can therefore only be saved if these fields are filled.

  1. Select the menu> Info group Default .
  2. Select the tab to edit.
  3. By clicking on the dialog for the field settings opens.
  4. In the column Required you can select the fields whose entry should be necessary.
  5. The changes are made by clicking on [OK] effective.
  6. The adjusted settings take effect for existing and new addresses and contacts.

Adjust field label

  1. Select the menu> Info group Default .
  2. Select the tab to edit.
  3. By clicking on the dialog for the field settings opens.
  4. In the column Field name you can enter the new desired designation of the fields.
  5. The changes are made by clicking on [OK] effective.
  6. The adjusted settings take effect for existing and new addresses and contacts.

Adjustments to the field names are made only effective in the view of the address / contact. The Standard designation displayed.

Customize selection lists

  1. Select the menu> Info group Default .
  2. Choose tab Selection lists
  3. Adding list items:
    1. Click on the plus symbol for the selection list you want.
    2. To add an entry, choose new entry.
    3. A new field appears in the view. Here you can enter the name of the list item.
    4. List items that are not used in the program can be deselected using the same principle.
  4. Editing of list items:
    1. In the case of fields with a white background, the designation of the list items can be adapted.
    2. Under the points Salutations and Additions to letters you can also use Add text modules. These are then automatically filled with the details of the address.
  5. The changes will be made after the Save adopted.
  6. The adjusted settings take effect for existing and new addresses and contacts.

Adding and deselecting fields.
You can use the field settings to determine which fields are to be selected in the selection of the plus logic.
Adding text components for options in the selection lists.
OKReset to system settings.
AbortReset to system settings.

Further steps