Customer: 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 Group For WebsiLinkCustomer Extra TabCustomer equipmentBank Card DetailsCredit ControlClassificationLoyaltyConversationsContactsFinancial InfoGeneralGrey GearGrey GearCustomer_User_Defined

 

Field Types:

Integer Fields: Only whole numbers (e.g., 1, 10, 35) can be entered.

Date Fields: Only dates are allowed.

Text Fields: Can accept any input.

 

You can also go to Customer > Extra > Custom Lookup

 

siLink - See Company > siLink

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