How can I add new fields to my customers/vendors?

You can add as many as Ten custom fields for your customers/vendors to specify any additional information you want to.

  • Click the Gear icon on the top right and select Preferences.
  • Select Customers and Vendors in the left menu and click the Field Customization tab.
  • Create a new custom field by clicking + New Custom Field. After entering the required details, save the form.

You can edit the custom fields you’ve created, or remove them anytime by going to preferences.

Custom Fields for Customers/Vendors

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