About Custom Fields
Custom fields enable you to store additional information that you want to keep with Sage 100 Contractor records. As a company administrator, you can add, edit, or delete custom fields for any window that supports them. You can create custom fields for most types of records, except ledger transactions, accounts, daily payroll, and recurring transactions, and you can create an unlimited number of custom fields for a window and for your Sage 100 Contractor company.
Custom fields are not the same as the user-defined fields (UserDef1 and UserDef2) that come with the software. Custom fields are more versatile than the limited user-defined fields.
Note: Windows that support custom fields include a Custom Fields option on the Edit menu, and an [Enter Optional Fields] button on the toolbar.
When you select the Edit > Custom Fields option or click the [Enter Custom Fields] button:
- If any custom fields have been defined for the parent window, the Custom Fields window opens. You can display the custom fields and change the custom field values for a record you are working with.
- If no custom fields have been defined for a window and you are signed in as a company administrator, the Custom Field Properties window opens.
Note: You can define an unlimited number of custom fields for a particular window or for your company in Sage 100 Contractor.
About the Custom Fields window
The Custom Fields window displays a list of the custom fields that have been defined for the current window. You use the Custom Fields window to view or to enter values for custom fields that have been added to a parent window.
Tip: If you want to keep the Custom Fields window open while you work with a record, click [Pin]. The window remains pinned to the top right edge of the parent window until you unpin it, even if you close and then reopen the parent window later. To unpin the window, click [Unpin] in the Custom Fields window.
About the Custom Field Properties window
If you log on as a company administrator, you can use the Custom Field Properties window to add, edit, and delete custom fields.