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Add custom name fields

You can add up to seven custom fields to each Customers list, Vendors list, or Employees list. Overlapping fields count as one field on each list. For example, if you add the same field to all three lists, you can still add six other fields to each list.

You can add custom fields you've set up for customers to any sales form. Likewise, you can add custom fields you've set up for vendors to the purchase order form. If you want information you've entered in the custom fields to appear on a form, you must add the fields to the form.

Let's get started!

  1. Click the Customers icon, Vendors icon, or Employees icon.

  2. Click the left tab in the left pane, either Customers, Vendors, or Employees.

  3. Right-click any name on the list and then click Edit.

  4. Click the Additional Info tab.

  5. Click the Define Fields button.

  6. For each field you want to add:

    1. Enter the name you want to use in the Label column.

    2. Select which lists the custom field applies to.

  7. Click OK.

  8. The new fields appear on the Additional Info tab.

What's next

Now that you've created the custom fields, you can add them to any sales form.

Important: Before you can select them on the form, you must add the fields to the form.

See also

KB ID# H_CUSTFORM_OV_ADDING_CUSTOM_NAME_FIELDS
12/4/2016 10:23:08 AM
PPRDQSSWS403 9138 Pro 2017 b3366a