Recording User Defined Details For A Customer

To add, edit or remove User Defined details for a Customer:

1.      Open the required Customer record. See:

• Finding Customers

• Viewing A Customer Record

2.      Select Amend on the Toolbar - Sub Menu to make the Customer record amendable.

3.      Select User Defined Fields from the Toolbar - Sub Menu:

4.      In the User Defined Fields window, record details for the current Customer:

Note: Customer User Defined Fields are defined in User Defined Data Maintenance. See Creating User Defined Fields. Only fields for which the 'Show In User Defined Section' option was selected will display.

5.      When you have finished, click OK to close the window.

6.      Save the Customer record by clicking Save on the Toolbar - Sub Menu.

Note: For further details see Customer Maintenance.

These saved User Defined details will be available to view in various document types when the Customer is selected. See Viewing User Defined Details For A Customer.

NEXT: Recording User Defined Details For A Customer Part Number