Sequence Number
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Enter the sequence in which you want the labels to display on the User-Defined Info subtask of the Manage Leads and Contacts screen.
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Data Type
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Select from the following options:
- Date: Select this setting to restrict entries to dates.
- Number: Select this setting to restrict entries to numbers.
- Text: Select this setting to allow entry of any alphanumeric text. If you select the
Validated Text check box for this row, this is the only data type available.
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Label
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Enter a user-defined label.
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Help Description
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Enter a short description for the label.
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Costpoint Validation Field
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Select a column of an existing data table. The items in this column of the table window are used as a Lookup source on the User-Defined Info subtask of the Manage Leads and Contacts screen. If you make an entry in this field for a row, you cannot select the
Validated Text check box for that row.
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Validated Text
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Select this check box if entries made for this label will be restricted to specific text values. Use the Validated Text subtask to specify the valid entries for the label.
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Required
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Select this check box if you want this user-defined label to be a required field on the User-Defined Info subtask of the Manage Leads and Contacts screen.
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