Orax SDI Cloud Reference

 
  1. Introduction
  2. Self-Management tools
  3. Communication and Content management
  4. Sales and Customer Relationship Management
  5. Services & Service level management
  6. Billing and customer statements
  7. Inventory & Asset management
  8. Production management
  9. Human Resources and Payroll
  10. Procurement and Supply chain
  11. Ledgers & Accounting
  12. Reporting and Analytics
  13. Administration & configuration
  14. Business Improvement
  15. Development and Process management
    Up    Previous    Next

Adding or removing Fields

The Orax SDI system allows for customisation/enhancements in the form of adding or removing (hiding) fields on a record. An example could be that you may want to add a field on the Customer account record. Or you may want to hide the "Work type" field on Tasks.

It is best to consult Orax Support before making changes to records as some fields are important in the global scope of your company. Remember to always try to keep records clean and simple. Using the hide field feature, you are able to simplify data entry by removing fields that you do not require for reporting purposes.

Adding and hiding of fields are available in the Data Admin and Development modules.

Some notes on adding of fields:

When adding fields to the Customer account record which are linked to the "Account Status" field, the default Customer account list will be enhanced to show the first "extra field". It will also be included in the "Search Filters" on the Customer account list.

Similarly when adding fields to Location records which are linked to the "Status" field, the default Location list will be enhanced to show the first "extra field". It will also be included in the "Search Filters" on the Location list.

 

    Up    Previous    Next