User Defined Fields (UDF) allows for the creation of custom fields specific to your organization. For example, if you want to track customer birthdays, you can create a UDF to do just that. A user defined field can be set to display on only one or any combination of Customer:Job Forms, Employee Forms, Vendor Forms, Asset Forms, Service Agreement Forms, Equipment Forms, Sales/Invoice Forms, and Work Orders. UDF’s are searchable by using the Advanced Search tool.
User Defined Fields (UDF) are also capable of being “masked”. Masking is simply a means to ensure data is entered in a uniform format in UDF’s. For example, masking can be used to ensure phone numbers are entered in the format (800) 555-1212 instead of 800-555-1212 or any other format.