Introduction

You can add custom-designed fields in the Customer, Supplier, and Item Master Records used throughout the entire system.

See:

Managing Customer Master Records‍ 

Managing Supplier Master Records‍ 

 Managing Product and Service Type Items‍ 

New Custom Field

1. In the relevant listing grid, view the Account by clicking the Code. 
   
   
2. Delete

   Info: Our New Look

   If you are using our new look navigation, go to the AR tab in the new sidebar and select Customers:

   
   Or go to the AP tab in the new sidebar and select Suppliers:
   Or go to the Items tab in the new sidebar and select Service or Product Items:

   
   

3. Go to the Custom Fields tab. In this example, we are going to add a Field called Billing Frequency to all our Customer Records. We will then add a second field called Customer Grading.
   
   
    
4. Click New Custom Field and fill in the required details. 
   • Field Name: Add the relevant title.
   • Data Type: This can be either Text, Number or Date depending on what you want the system to validate. 
   • Is a Fixed List? Tick this if you want a dropdown with fixed values. If you do not tick this box, then, the data can be any text, number, or date, depending on the Data Type chosen. 
5. Click Add, followed by Save. You can add more Custom fields now or later.
   
   

Manage Custom Fields

1. In the relevant listing grid, view the Account by clicking the Code. 
2. Using Manage Custom Fields, you can add or remove values in the dropdown. Enter the appropriate values and click Save. 
   
   
    
3. You can now also add these new fields to any of the grid. In the relevant grid, click Add/Remove Columns. Drag the field you want from the left-hand column and place it in the relevant position in the right-hand column. Thereafter, it becomes available for filtering, sorting, and reporting in that grid.