Define class records for entities. Classes allow you to segment a single screen into groups for cost analysis or other comparisons.
-
Open the Classes and Custom Fields form.
-
Click New Record.
-
Specify this information:
Class - Specify a code for the class, and then enter a description in the adjacent field.
Organization - Specify the organization if you use multi-organization security.
Screen - Select the form for which to create the class.
Out of Service - Select to indicate the class is out of service.
-
Click Save Record.