Fields

In the Fields module you can allocate names to aspects to reflect terminology used in the your organisation. Mandatory master- and hourly booking data entry requirements can also be set up here.

Aspect types

InfoSee also the instructional video's (opens in a new tab) on how to customise aspect names (Terminologie).

Go to Tasks and settings | Fields. Here you can customise naming of aspects and set up user-defined fields.

The picture below show the default set up for the Customer aspect.

Settings of the aspect Customer under Fields

By clicking on Edit button you can change the aspect types. You can set up the following properties for this:

DescriptionThe name of the aspect as used in your organisation. **
Group descriptionPlural of the description, will be placed at the top of the lists. **
In useUse this to indicate if this aspect is to be used or not.
MandatoryWhen this is ticked the selection of this aspect will be enforced when making hourly bookings.

** The descriptions and “in use” setting will only be effective after restarting the application.

User-Defined Fields

User-defined fields are extra details that can be saved with master data or hourly bookings.

In Tasks and settings | Fields you can enter (per aspect) which user fields are to be used with which aspect and whether or not these fields are mandatory.

Loading search index…