One customer asked us to add various free fields that would be displayed on the Account Card.  This information was to be used for selecting accounts for marketing campaigns that they would put together.  For many customers, a free field could be unhidden and displayed, without any customizations.

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In this instance, the account wanted to have the all of the free fields display and be able to select more that one value for a field.  All information needed to have validations, so that when a Resource wanted to add another CAD system, they could only select from a list that was maintained by the System Administrator.

A browser search was used to allow the Resource to select the value.  And “No” values were allowed in other free field sections that required information to be manually keyed in, rather than selecting from pre-defined lists using a search browser.

This same logic can be expanded to any other card within Synergy, such as Contacts, Opportunities, Resources, Projects or Items.