Manage custom fields

After custom fields have been created, they are managed in Master Files. 

Manage customer custom fields 

1. Navigate to File > Customer > Master. 
2. Search for a Customer.
3. In the Setup section, click the Custom Fields tab.

   

   Custom fields created for this record are displayed.

4. Click Edit to add or change the custom field values.
5. Click Save.

Manage other custom field records

• Product custom fields

  1. Navigate to File > Product > Master.
  2. Search for a Product.
  3. In the Setup section, click the Custom Fields tab.

• Vendor custom fields

  1. Navigate to File > Vendor > Master.
  2. Search for a Vendor.
  3. In the Setup section, click the Custom Fields tab.

• Contact custom fields

  1. Navigate to File > Customer > Master.
  2. Search for a Customer.
  3. In the Contact section, select a Contact.
  4. Click the Custom Fields tab.

• Purchase order custom fields

  1. Navigate to Purchasing > Purchase Order.
  2. Search for a Vendor.
  3. Click the Custom Fields section.

• Sales order custom fields

  1. Navigate to Sales > Order > Sales Order.
  2. Search for a Customer.
  3. Click the Custom Fields section.

• Customer Job custom fields

  1. Navigate to File > Customer > Job.
  2. Search for a Job.
  3. In the Setup section, click the Custom Fields tab.

• Ship To custom fields

  1. Navigate to File > Customer > Master. 
  2. Search for a Customer.
  3. In the Contact section, click the Custom Fields tab.

• Salespeople custom fields

  1. Navigate to File > Customer > Salesman.
  2. Search for a Salesman.
  3. In the Setup section, click the Custom Fields tab.

• Activity custom fields

  1. Click the Custom Fields tab when adding an Activity.

See also:

Create and define custom fields

Import data into custom fields