Customer: Custom Tab

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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

Customer Custom Fields

Custom fields provide an opportunity to invent fields.

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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