User-Defined Fields screen

Use the User-Defined Fields Screen to create addition data fields to customize certain functions.

You can use the Modify Forms screen and the Modify Reports screen to add your user-defined fields to forms and reports.

Tip: For example, you might create a Subcontractor Type field on the Vendor screen and assign these values:
  • Concrete
  • Drywall
  • Flooring
  • Roofing
In order to add or modify a user-defined field, the following must be true:
  • All other users must be logged out of ProContractor when you create or modify a user-defined field.
  • All other ProContractor screens must be closed when you create or modify a user-defined field.

To open the User-Defined Fields screen, click Administration > Setup > User-Defined Fields in the All Tasks pane.

You can create additional data fields that appear on the following functions:

Estimating

Projects

Equipment

Materials

Financial

Customers

Vendors

Employees

Administration

Note: The User-Defined Fields screen is a step in the customization setup process. The Modify Forms screen is the next step.