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To enter single-instance user-defined information

Once a user-defined window is chosen, you will need to select a field within the window to be able to Tab through the fields.

  1. Open a customer's record in the Manage customers window.
  2. Select the appropriate tab to display a single-instance user-defined window (for example, the Lists tab).
  3. Select one of the following:
    • Any option to enable or disable a field, for example, the Newsletter option.
    • Any character field to enter text, for example, the List Codes field.
    • Any scrolling-list to select values, for example, the Interest Codes scrolling-list.

      Note: See Selecting multiple values for user-defined fields.

  4. Click Save or continue entering additional detail information.

See Also

Selecting multiple values for user-defined fields

To select multiple values for a user-defined field

To enter multi-instance user-defined information

To delete data from a multi-instance, user-defined record

To view multiple-select fields

To view read-only text fields

To view data on multiple-instance, user-defined tabs in a non-grid format

To view or edit data on multiple-instance, user-defined tabs


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