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In Schedule Setup, you have the capability to mark the fields to display in specific windows. For more information, see Service Call & Appointment Form Fields. If your company has utilized any of the user-defined fields (UDF) in Service Management that are not listed, you can add those fields to display as options in the Settings window, and then mark the checkbox to show the field(s). Conversely, if you do not want UDF fields to display in the Settings window, you can update this information.

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  1. To display an appointment UDF field, open the AppointmentUDF.json file in a program that allows you to edit the file (example: Notepad). Edit the following fields within a set of braces { }.
    • "Label": User defined label that displays for the property.
    • "IsUsed": To display the field, change the  IsUsed  value to  true .
  2. Save the AppointmentUDF.json file.

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  1. To display a service call UDF field, open the WorkOrderUDF.json  file in a program that allows you to edit the file (example: Notepad++). Edit the following fields within a set of braces { }.
    • "Label": User defined label that displays for the property.
    • "IsUsed": To display the field, change the  IsUsed  value to   true  .
  2. Save the WorkOrderUDF.json file.