Custom Fields: Customers

Custom fields can be added to the customer list to store information about each customer. In addition, these fields can be added to invoices, sales orders and estimates as fields in the order header to hold information specific to that order.

Edit a customer record. Select the Additional Info tab from the Edit Customer window. Click Define Fields. You can create up to seven custom fields in the customer record (even though it appears that you can enter more, you are limited to seven).

Edit Customer

Define Fields