Create custom fields for reports and exports

Create and define custom fields to add details to records, and create custom reports. Custom fields become part of Master Files. Custom fields can be created for these record types:

• Customer
• Product
• Vendor
• Contact
• Purchase Order
• Sales Order
• Customer Job
• Ship To
• Salespeople
• Activity 

Note: Custom fields cannot be mass created, but once created can be filled using a custom field import.

Create custom fields

1. Navigate to File > Company > Custom Fields.
2. Click New.
3. In the Field Details section:
   
   1. For On Form, select the record type of the custom field.
   2. For Field Dictionary, type the name of the control to be displayed in the Report Writer data dictionary.
   3. For Field Type, select the control type.
      • Text Box: A single line text box.
      • Numeric: Formatted for numeric data.
        

        Note: In the Preview area, type the number of Decimal Places to enable (optional), and then press the Tab key.
        

      • Date: Formatted for a date MM/DD/YYYY, and includes a calendar for date selection.
      • True/False: Displays a check box for on/off selection.
      • Option List: Displays drop-down field.

        In the Preview area, type an Item Description for each list option, and click Add after each one. After adding all options, view the Preview drop-down, and set a default by choosing the option from the list. 

      • Multi-line Text: A multi-line note box.
      • Select the Required check box to to require the field for all new records.
4. Click Save.

   The new control appears on the Custom Field list.

See Also:

Manage custom fields

Import data into custom fields