Custom Tab

Use this tab to assign and display tree and user-defined field information for locations.

Note: If a location tree is Mandatory, you can't save a new location unless you have allocated the record to a branch in that tree.

To remove a location from a tree, use the Location Tree Maintenance form.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Trees

A tree is a hierarchy of classifications that represents meaningful groups of items that your company deals with. Trees are available throughout the CRM module. You can allocate an item to a specific branch in a tree.

This field lists all the trees available for the item and the allocated branch. Drill down on the Value field to view the tree structure and select a tree branch.

To change a tree branch, drill down and select a branch.

Fields

Use custom fields to define the additional fields you require for a specific CRM item. You can enter and edit the values of custom fields.