Keep the following points in mind when working in the User-Defined Fields tab:
- User-defined fields are displayed in a tree view; where fields are nested within folders.
- Click in the Value(s) column next to a field to add or modify a user-defined field value.
- Use the options in the Filter drop-down list to display only specific types of user-defined fields; for example table or formula fields.
- When you select the Show blank fields option; all user-defined fields in the Contact List for the type of entry are displayed. When you clear this option; only the fields with existing values are displayed.
- When you select the Show hidden fields option; fields and folders that are set to hidden appear shaded. When you clear this option; the fields and folders are completely hidden.
- Mandatory fields are denoted with an asterisk displayed after the field name and type. System-defined fields are shown in bold; black text.
- Use the search box to search for a user-defined field in the list. When you search for a user-defined field; the number of matching fields is displayed and the list is filtered to display the matching fields only. All matching fields are displayed even if they are hidden or blank; regardless of whether or not hidden or blank fields are shown.
- Accounts and Client Service cases display the user-defined fields for the associated Contact List entries; as well as the user-defined fields for Accounts or Cases.
Contacts display the user-defined fields for the associated Companies or Households; as well as the user-defined fields for Contacts.