You can capture more information about your customer record using the Custom fields on the Custom tab of a customer record.
As default on a new database, you can only see 2 custom fields which accept 100 alphanumeric characters, however more can be added through the System Module which is security profile permission driven.
Where more custom fields have been configured for your database, you will see more fields available for you.
You can also add extra custom fields to a nominal record and if your security profile permissions allow you to do so.
Add extra custom fields to the customer record
To add more custom fields in for a customer record, follow the steps below:
Click System then Options and then click Custom Fields.
Click on the Customer tab, then click on the Edit button at the top of the screen.
Select the checkboxes in front of the fields that you would like to add to the Custom tab for a customer record.
You can also set any of the fields to be a compulsory entry which means that you will not be able to create a customer record without entering these.
Once you are done, click Save.
Log out of Financials and then log back in so the changes take place. You can see the extra custom fields on the Custom tab when you are creating a new record or when you are editing one.
There are 4 major custom field groups which are:
User Characters allowing 20 alphanumeric character entry.
There are 20 user character fields that can be set up.
User Numbers allowing 14 alphanumeric character entry.
There are 20 user number fields that can be set up.
User Dates which allows you to select a specific date.
There are 10 user date fields that can be set up.
User Flags which allow you to have a checkbox against date or records.
There are 10 user flag fields that can be set up.
Populate the Custom tab for a new customer record
To populate custom fields for a customer record, follow the steps below:
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.Click the + New Record button at the right hand-side of the Customer Records screen.
Click on the Custom tab and enter the relevant details and once you are done, click Save.
Populate the Custom tab for an existing customer record
Click Debtors then click Customers.
Note: All customers are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Click on the Edit button at the bottom of the screen to set the record into edit mode, then click the Custom tab and enter the relevant details and once you are done, click Save.
Note: If you can see the Close button instead of the Edit button, it means that you don't have access to edit customer records.