User Defined Fields

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Daniel Zagorski
Daniel Zagorski ✭
Sixth Anniversary First Reply
in Blackbaud eTapestry® General Discussion
I was just wondering if there is a way to have different UDFs depending on the Name Format of the account. 

For example, if it's a business, can I have different UDFs? 


The roles that I have are 'Constituent, User and Tribute' and I know that I can change the UDFs based on those but that does not help me. 


I have some UDFs that simply don't fit in with business account but I'm not sure if there's anything I can do about it. 
udf.docx 226.4K
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  • Brenda Foster
    Brenda Foster ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic

    Daniel,

    Not sure if this is what you are looking for, I have several selections under account type. We have churches who are donors. They fall under the business name format. I select church as the account type. When I pull queries I can run by account type. Below is a screen shot of the selections I have under account type. Brenda

     

  • Brenda Foster
    Brenda Foster ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic

    Brenda Foster:

    Daniel,

    Not sure if this is what you are looking for, I have several selections under account type. We have churches who are donors. They fall under the business name format. I select church as the account type. When I pull queries I can run by account type. Below is a screen shot of the selections I have under account type. Brenda


    Sorry, my screen shot didn't show up. I've attached a copy of the screen shot.

     

     

     

    udf.docx 226.4K
  • Daniel Zagorski
    Daniel Zagorski ✭
    Sixth Anniversary First Reply

    Brenda Foster:

    Brenda Foster:

    Daniel,

    Not sure if this is what you are looking for, I have several selections under account type. We have churches who are donors. They fall under the business name format. I select church as the account type. When I pull queries I can run by account type. Below is a screen shot of the selections I have under account type. Brenda


    Sorry, my screen shot didn't show up. I've attached a copy of the screen shot.

     

     

     

     

    Thanks for the response! We do have a user defined field to determine the account type but I was moreso looking for a way to customize the other user defined fields based on WHICH account type it is.


    For example, if it is a business, the user defined field would be 'main point of contact', 'business description', etc! There are just different things that we might want to note about business but will not be applicable to accounts of individuals! Hope that makes more sense!

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