Horizon Online Support

    2.1.1 Trader User Defined Fields (UDF's)

You will now notice an additional tab ‘CRM / Marketing’, with the following options:

• Name
  Description of the User Defined field



• Data Type
• Date
  Allows you to select a date against the UDF
• Text
  Allows you to enter text against the UDF
• Number
  Allows you to enter a number against the UDF
• List
  Allows you to create a list, which then enables you to then select from against the UDF


• Priority
  If a priority is set, the higher up the list the UDF is displayed



• Type
  If a type is set, Logins can be restricted to see this UDF



• Required
  If set the user will be made aware that the field is required, but won’t force them to enter information



• In Use
  If set the UDF will be seen as in use, otherwise it won t be seen

  Note: It is advised if you no-longer require a UDF to un-mark it as ‘In Use’ because if you need the data in the future it will then still be present in the data.

• CRM Campaigns
  Allows the login to view Campaigns.

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