Introduction

It is now possible to add customized fields at several maintenance or entry screens in Exact Globe with the help of Exact Extender to meet your specific business needs. This document explains the usage of Exact Extender in customizing tables and/or fields with examples provided. The following steps are involved:

1. Creating customized table
2. Entering data in customized table
3. Defining fields in standard table
4. Entering data in customized fields at maintenance screen
5. Adding fields to layouts

Description

The following explain the usage of Exact Extender in customizing tables and/or fields in Exact Globe:

Creating customized table

1. Go to Add-on/Extender Tool/Database editor, and click New to create customized tables. In this example, we need to create a customized table, namely “Interest” to enter the values. Samples of the values are:
   • “Yes, send me a leaflet”
   • “No, no interest”
   • “Call back later”
2. Type “CSCTInterest” as the table name and “Interest in new products” as the description and click Save to return to the previous screen.
3. Click Save again to save the changes made. This may take some time for the software to create the new table in the company data. 
4. After saving and restarting Exact Globe, a new menu path Add-on/Extender Tables/Interest in new products is displayed. Texts that you have typed at Description are now displayed as part of the menu path. For every customized table, a menu path will be created. For more information, see Working with Database Editor and Creating and Maintaining Tables.

Note: You may skip this step if a customized table is not necessary in your situation such as if you want to enter information manually or if you want to use existing data from other tables. 

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Entering data in customized table

Go to Add-on/Extender Tables/Interest in new products, and click New to define the new values. Enter the sample values as below:

Code	Description
Yes	Send me a leaflet
No	No interest
Call	Call back later

You can use the values defined in the customized table as options to be selected at customized fields at the maintenance or entry screen. This is explained in the following steps. For more information, see Entering Data in Customized Tables.

Note: You may skip this step if you did not create a customized table.

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Defining fields in standard table

You can add customized fields to specific maintenance or entry screen by defining these customized fields in the appropriate standard table. For example, we want to add new fields to the accounts maintenance screen (either for debtor accounts or creditor accounts). As such, we need to define the customized fields in table Accounts.

1. Go to Add-on/Extender Tool/Database editor, select the table Accounts and click Open.
2. Click  to add new fields. In this example, you need to create three new fields in the table Accounts:
   • First field — Date of the last contact.
   • Second field — The employee who has the last contact with the account.
   • Third field — Interest shown by the account.
3. Fill in the following sample values to define the fields and click Save to return to the previous screen. 

   	First new field	Second new field	Third new field
   Field name	Date	Employee	Interest
   Description	Date of last contact	Name of employee	Interest
   Field type	Date	Not relevant since this will be updated automatically when a reference table is specified	Not relevant since this will be updated automatically when a reference table is specified
   Length	Not relevant	Not relevant since this will be updated automatically when a reference table is specified	Not relevant since this will be updated automatically when a reference table is specified
   Scale	Not relevant	Not relevant since this will be updated automatically when a reference table is specified	Not relevant since this will be updated automatically when a reference table is specified
   Reference table	Leave this blank	Human resources (humres)	Interest in new products (CSCTInterest)*

   * This is the customized table created in Step 1 with all the values entered based on Step 2. By choosing this as the reference table, the values defined in “CSCTInterest” table will be displayed as options at the field Interest. 

4. Click Save again to save the changes made. For more information, see Adding Customized Fields to Standard Tables.
5. After saving and restarting Exact Globe, click the Extend info button at the accounts maintenance screen and you can find the newly added fields.

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Entering data in customized fields at maintenance screen

1. Go to the debtor or creditor accounts maintenance screen and click the Extend info button.
2. A new screen containing the customized fields is displayed as the following:

   

3. Type or select the last date of contact with the account at Date of last contact.
4. Type or select the employee who has the last contact with the account. You can only select employees who are available in the reference table Human resources (humres) as you have specified to use the values from Human resources (humres) at this field in Step 3.
5. Type or select from the predefined values available in the reference table Interest in new products (CSCTInterest), as specified in Step 3, for the interest shown by the account at this field. 
6. Click Close to save the changes made. The information is now stored in the database and can be displayed at layouts.

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Adding fields to layouts

You can add fields which contain the values from customized tables to several kinds of layouts. For more information, see How-to: Editing ESL File to Accommodate Customized Fields on Layouts.

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Related document

• Adding Customized Fields to Standard Tables
• Creating and Maintaining Tables
• Entering Data in Customized Tables
• How-to: Editing ESL File to Accommodate Customized Fields on Layouts
• Working with Database Editor