Custom Tab

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Custom fields provide an opportunity to invent fields.

Go to: Custom Tab on the Customer Form

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

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Customer Extra TabCustomer equipmentBank Card DetailsCredit ControlClassificationLoyaltyConversationsContactsFinancial InfoGeneralCustom LookupGrey GearGrey GearGrey GearCustomer_User_Defined

 

Please note that you can only type whole numbers like 1, 10 ,35,  etc. in the Integer Fields.

The Date Field can only take dates and the Text Field can take anything.

Use the Custom Lookup Button  (Bottom right corner of this form) to see a list of values entered per customer.

 

You can also go to Customer > Extra > Custom Lookup

 

siLink - See Company > siLink