Detail


NLS 5.13 and later

The number of user defined fields have been increased to 75.

The contact detail tab displays the user-defined fields and their entries for the currently selected contact.


Information for the selected contact may be entered into any of these user-defined fields.

View History Displays the Field History dialog for the selected field.
Setup Displays the User Defined Field Setup dialog for the selected field.
Field Level Script Displays the script editing dialog for the selected field. Field level scripts are executed when changes are made on the selected field.
Form Level Script Displays the script editing dialog for the selected field. Form level scripts are executed when changes are made on the form.
Edit Screen Layout Enters the Editor Mode.

User-Defined Field – Layout Editor

The layout editor allows for easy, on screen editing of the layout of the user-defined field setup for a particular Contact type or loan portfolio. To use the editor, it is necessary to be in update mode (i.e. to have already queried an account). This is necessary so that the system will know for which Contact Type code or Loan Portfolio the modifications are to be applied. The contact type of the contact currently queried (or Loan Portfolio of the loan currently queried) is the code to which the modifications must be applied.

Entering the Editor Mode

Once a contact or loan is queried, right-click on any user-defined field and select Edit Screen Layout.


  • Select any field label or field by clicking it.
  • Select multiple fields or labels by holding down Ctrl while clicking fields.
  • Double clicking a label will allow you to type a new label name.
  • Double clicking a field will display the User-Defined Field Setup… window for that field.
  • Move any field or label by grabbing it with the left mouse button and dragging it where you want it to go.
  • Selected objects can also be moved using the arrow keys on the keyboard.
  • You can resize any field or label by grabbing its edge or corner.

Tab Order

To set the tab order of the user-defined fields, right-click and select Tab Order.


Initially, the value for tab order is set to -1 for all of the user-defined fields. This means that it is “unset.” To set the tab order, simply click the blue button for the user-defined fields in the order that you want to set. The first one that you click will be designated 1, the second 2, etc.

Right-click and select Tab Order to exit the tab ordering function.

Select All

To select all of the labels and fields on the screen, right-click and choose Select All.

Click on any empty space to deselect all the fields.


Show Outlines

Right-click and select Show Outlines to graphically display the edges of all the field or label objects.


Hide Outlines

Right-click and select Hide Outlines to turn off the graphically displayed edges of the field and label objects.

Align Left

To align objects along their left edges, select the objects to be aligned then right-click and select Align Left.

Some of the fields in the illustration below have been moved so that their positions are out of alignment.


Hold down the Ctrl key while selecting the fields.


Right-click on the ID=UDF #1 field and select Align Left.

Note

The object that is right-clicked on will be the reference point for all align and resize functions.

Align Top

In the example shown here, several of the fields and labels along the top row have been moved down by various amounts, knocking them out of alignment, and ruining the visual layout.


To realign these fields, hold down the Ctrl key while selecting fields and the User Defined label.


Right-click on the User Defined label and select Align Top.


Align Right

If you have resized fields to different widths, you may have a situation in which you want to make the right edge of those fields line up.


Hold down Ctrl while selecting the fields.


Right-click on the ID=UDF #1 field and select Align Right.


Align Bottom

In the example shown here, the labels and fields in the lowest row have been moved out of alignment.

Hold down Ctrl while selecting the fields.

Right-click on the top most User Defined label and select Align Bottom.

Same Width

In the example below, several fields have been resized.


To make the width of these fields the same width, hold down Ctrl while selecting the fields.

Right-click on a selected field to be used as the reference size and select Same Width.

The width of the fields has been made the same without changing the position of the left edge of the fields. Right-click on a field and select Align Left to adjust their positions.


Same Height

Couple of the fields in the bottom row of the example below have been stretched vertically.

Hold down Ctrl while selecting the fields.

Right-click the ID=UDF #17 field and select Same Height.

To Front

In the example shown below, fields #18 and #19 are partially overlapped. The fact that they are not completely overlapped allows the field behind to still be selected.

Right-click the field behind and select To Front.


Properties

You can bring up the setup parameters of an individual user-defined field, by right-clicking that field and selecting Properties.

To Back

In the example below, five user-defined fields have been selected and then the Align Top option was used. This has resulted in five fields being stacked directly on top of each other resulting in four fields that are completely inaccessible to being selected by the mouse.

One possible way to access the covered fields would be to right-click the only accessible topmost field, and select To Back. This will push that field to the bottom of the stack, allowing another one of the fields to be on top. Click an empty space to see the result of the change.

Show/Hide Hidden Objects

Click this button to toggle the display to show or hide any hidden objects in the user-defined field setup.

Exiting the Editor Mode

Save

Click Save to exit the editor mode saving all changes to the user-defined field setup.

Cancel

Click Cancel to exit the editor mode without saving any changes to the user-defined field setup.