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The Custom Fields/Attributes tab is where details can be stored for a customer based on the custom fields that have been created in Custom Masterfile Fields & List Maintenance.

 

NOTE: The Custom Fields/Attributes tab will only be visible when custom fields have been defined for the Customer/Debtor Masterfile.

 

Custom Fields/Attributes Screen

Custom Fields/Attributes Screen

 

Number 1

Customer/Delivery Address - Allows users to select if they wish to edit the Customer Custom Fields, or the Customer/Delivery Address Custom Fields for a specific delivery address.

Number 2

Customer Masterfile Custom Fields - Displays a list of customer masterfile custom fields that have been created

Number 3

Double clicking a customer masterfile custom field allows users to enter or amend the field data for the selected customer masterfile custom field. Users will need to click Save to save any changes that have been made

  

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