Select "Yes" in this field if you want Sage 300 to display the optional field and its default value for contacts.
Enter a default value for the optional field.
- If the optional field can be blank, you can leave the default value blank.
- If the optional field requires validation, you must select a value that is defined for the optional field on the Optional Fields screen in Common Services.
If the optional field does not use validation, you can do one of the following:
- Leave the field blank.
- Select a value that is defined for the optional field on the Optional Fields screen in Common Services.
- Enter a combination of alphanumeric or special characters and spaces.
The entry must be consistent with the type of field (text, number, date, amount, and so on) and must not exceed the number of characters specified for the optional field. In a Yes/No field, you can enter only Yes or No.
Select an optional field to add to contacts. You can add an unlimited number of optional fields for contacts.
This field displays the description for the selected optional field.
Select this option to make this optional field required for contacts.
Note: When you select Yes in the Required field, Auto Insert is automatically set to Yes as well. (Required fields must be inserted automatically in new contacts.)
This field displays the description for the default value you selected.
Select this option if the optional field has a default value. This enables you to set the default value.
Overview
Use the M/T Optional Fields screen to assign optional fields to contacts. Optional fields enable you to customize the information that you store for contacts. There is no limit to the number of optional fields you can assign.
Before you can assign optional fields to contacts, you must create them on the Optional Fields screen in Common Services. For more information, see Creating Optional Fields.
Optional fields that you assign to contacts appear in the Optional Fields tab on the M/T Contacts screen.
Note: 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.