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adminhelp:quotesadministration:customfields [2018/11/05 03:53]
mnikolic
adminhelp:quotesadministration:customfields [2019/02/08 05:52] (current)
bdjordje
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 **Default Label **- User can give the field a different label from the required name of the field.  If left empty then the system will use the name of the field.  This is just the default label.  The label can be changed based on the user group. \\  **Default Label **- User can give the field a different label from the required name of the field.  If left empty then the system will use the name of the field.  This is just the default label.  The label can be changed based on the user group. \\ 
 {{Wiki::customfieldsb5.png}} Clicking this icon displays a list of all the user groups in the system where user can define what the label will be for each group.  This is most beneficial when quotes are being shared among user types.  Users that open quotes from another user group will see their label with the other user’s value. \\  {{Wiki::customfieldsb5.png}} Clicking this icon displays a list of all the user groups in the system where user can define what the label will be for each group.  This is most beneficial when quotes are being shared among user types.  Users that open quotes from another user group will see their label with the other user’s value. \\ 
-For instance, if we have a custom field called quote name, we may want the managers to see the label ‘Project Name’ but the sales rep to see ‘Quote Name’.  When a sales rep user creates a quote they’ll enter a value for Quote Name.  Then when the manager opens the same quote, they’ll see the same value the sales rep enter but under the label Project Name. +For instance, if we have a custom field called quote name, we may want the managers to see the label ‘Project Name’ but the sales rep to see ‘Quote Name’.  When a sales rep user creates a quote they’ll enter a value for Quote Name.  Then when the manager opens the same quote, they’ll see the same value the sales rep enter but under the label Project Name.\\ 
 +**Contains Personally Identifiable Information** - All information that could potentially be used to identify an individual should be flagged as [[adminhelp:security:personally_identifiable_information|PII]]\\ 
 +**Sensitive Data** - PII data can be flagged as [[adminhelp:security:personally_identifiable_information:sensitive_personally_identifiable_information|sensitive]] for an additional layer of protection
  
 ===== Permissions ===== ===== Permissions =====
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