You can add up to 7 custom fields to your Customers & Jobs list, Vendors list, or Employees list. Overlapping fields count as 1 field on each list. For example, if you add the
same field to all 3 lists, you can still add 6 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.
To do this task
Open the Customer Center, Vendor Center, or Employee Center.
To open the Customer Center, choose Customers > Customer Center.
To open the Vendor Center, choose Vendors > Vendor Center.
To open the Employee Center, choose Employees > Employee Center.
On the left-most tab, double-click any name on the list.
Click the Additional Info tab.
Click Define Fields.
For each field you want to add:
Enter the name you want to use in the Label column.
Select which lists the custom field applies to.
The new fields appear on the Additional Info tab.
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.
About custom fields
Add custom fields for items
About customizing your forms