Client User Variables

This feature allows users to add client specific user defined data entry fields to be accessed from the client screen and used in documents.  

 Setup Client User Variables

From the CollectMax menu bar,

Select Definitions, User Variables and Client

To bring up the User Client Variable Definition Screen.

• Click the button.
• Enter a UV code Name.
• Enter a Prompt.  This will appear on the User Fields Screen and should describe what should be entered in the variable field.
• Enter a Default Value.  Use this only if this variable will have the same value for each Client.
• Enter a Help tip.  This is used to give extra help to users when deciding what value to enter for this field.
• Enter the Type.  Select Character for both alpha and numeric values. Select Numeric for values using only numbers. Select Date for Date values in numbers and using the calender feature . A date-characteristic field will be displayed with the calendar button feature.
• Enter the Length of the variable values.
• Enter the number of Decimal places for numeric variable values.
• Enter the Output Format.  This is the way the variable will print when used with a document.
• Enter the variable Location in the page, column and line.  The location will determine where the field will be displayed on the Client's user defined fields screen accessed from the Client's Account.

Click the button to add the variable.

 Client User Fields

From a clients screen,

Click the button to access the client user variables.

The User Defined Variable window will appear.

Select the proper user variables tab, find the variable and enter the appropriate data.

Click the button.