User`s guide

154 VEREX Director V4.73 User's Guide 21-0381E v4.7.3
Custom User Fields
Custom user-fields allo w c reating up to 20
additional c ategories for users (e.g.,
Department, Position, etc.).
Note: Custom user information categories pertain to all
users for a specific account.
These allo w sorting lis ts of users by
Department, etc. when working in "Grid" v iew,
and can also be referenced w hen issuing time
and attendance or activity reports.
Note: Reports cannot be filtered on multi-line fields. Be
sure to make your selection with this in mind.
Viewing or Entering These Settings
Select Custom Fields fro m the MyTool s bar,
or
click your site/account button in the tree,
open Users
(click the " +"), a nd select Custom
Fields.
Multi-Account Systems: First select [Account
Folders] in the 'tree', and double-click the desired
account.
Now, refer to the selection -descriptions w hile
viewing or entering your desired settings.
Note: Grid view is not supported for this topic.
Tip: Your settings will be saved automatically when
you move to a different screen or topic.
Checking the User Screen for the New
Fields
Select Users from the My Tools bar, or click
your site/account button in the tree and select
Users.
Multi-Account Systems: First select [Account
Folders] in the 'tree', and double-click the desired
account.
Now, select the Custom tab to vie w any
defined custom fields.
Deleting (Hiding) Custom User Fields
Select Custom Fields fro m the MyTool s bar,
or
click your site/account button in the tree,
open Users
(+), and select Custom Fields.
Multi-Account Systems: First select [Account
Folders] in the 'tree', and double-click the desired
account.
Now, select t he 'tab' for th e item you wish to
have removed from the 'Us er' screen, and set
the "Field Type" to "None". (See "Field Type"
if you need more information.)
Tip: Your changes will be saved automatically when
you move to a different screen or topic.
Custom Information Categories for Users (Custom User Information)
Users Shared Across Multiple Accounts: To implement shared 'custom-user-fields', these fields must be defined with
the same usage and order for all applicable accounts, and they must be set as 'single-line edit' fields. Related Topic:
"Set up any Custom User Fields for Shared Users".