User Defined Fields

UDFs allow users to add information to certain screens in Blue Link for miscellaneous purposes, without the need to customize the software.

Transcription

0:07- 0:22 User defined fields are fields that users – end users can add to certain of the screens in Blue Link to use for miscellaneous purposes, and this video is gonna quickly demystify some of the potential uses and some tips and tricks on how to use them

0:23 – 0:51 So let’s quickly talk about a few specific practical example’s real-world examples. On this inventory screen, we’ve got some UDFs that revolve around things like alcohol category, and you’ll see type of use and varietal and organic. Yes, no, and those are examples of actual user defined fields that users have used simply to be able to store additional attributes about inventory item in order to use them for integration with a eCommerce site.

0:52 – 1:34 Whether it’s a business or business or business to consumer eCommerce site now another example would be in the Contact Manager or CRM component or module using user defined fields as shown here to track attributes about sales leads or sales prospects or even customers which are potentially useful mostly on screen when you’re actually on the phone with somebody and you can refresh your memory about you know what their business is like. But again, using this for reports, for analysis, for putting that out into a live linked Excel spreadsheet for example, to be able to track additionally attributes that are specific to your own sales process or to your sales funnel analysis without again having to resort to customized field.

1:35 – 1:58 And the third example might be from a transactional point of view. In this case it’s a sales order where we’ve got user defined field added to the sales order screen where we can vary what we record per sales order and possibly use these for printing on documents such as order confirmations or bills of lading, export documentation, invoices, etcetera, and the same thing of course could apply for purchase orders.

1:59 – 2:15 This could also apply for, you could use these fields for generating reports using some of the reporting tools such as SQL Server Reporting services, but more typically these would be things you would probably do on transaction-based documents, be that crystal reports or some other version.