Adding Optional Fields for Contacts

Learn more

M/T Optional Fields Screen

Creating Contacts

About Contacts

You can customize contacts by adding unlimited optional fields to them.

To add or remove optional fields for contacts, you must have Setup Maintenance authorization. For more information, see Multiple Contacts Security Authorizations.

  • Determine which optional fields you need for contacts.

    If the optional fields you need have not been added to Sage 300, use the Optional Fields screen in Common Services to add them. For more information, see Optional Fields Screen.

  • Make sure that no one else is using Multiple Contacts, and that no other Multiple Contacts screens are open for the company.

To add optional fields for contacts:

  1. Open Multiple Contacts > M/T Setup > Optional Fields.
  2. Add each optional field you will use for contacts, as follows:
    1. Click the Add Line button to insert a new row in the Detail table.
    2. Use the Optional Field column to specify an optional field.
    3. If you want the default value to appear automatically in the optional field, select Yes in the Value Set column (or verify that the option is selected).
    4. If you want to set a default value, enter or select it in the Default Value column.
      • If the default value is validated by the Optional Fields screen in Common Services, you must specify a value that was set up for this field on the Optional Fields screen in Common Services.
      • If the default value is not validated, you can use the Detail table to specify a value, or you can type the default value in the field.
    5. If you want the optional field to appear by default for contacts (on the M/T Contacts screen), select Yes in the Auto Insert column.

      Note: If you do not select Yes, the field is available for contacts, but must be added manually by users with the appropriate security authorization.

  3. When you have finished adding optional fields, click Save to save your changes.

After making changes to program options (on Options screens) or optional fields (on Optional Fields screens), you and all other users must sign out and sign in again to apply the changes.