## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I create custom fields for my customers’ or vendors’ contact persons in Zoho Books?

You can create custom fields to capture additional information of your customers’ and vendors’ contact persons. These custom fields are separate from the ones your create for your customers and vendors.

To create custom fields for your contact persons:

*   Go to **Settings**.
*   Under _Module Settings_, select **Customers and Vendors** under _General_.
*   Navigate to the _Field Customization_ tab.
*   Click the _\+ New Custom Field_ dropdown in the top right corner, and select for whom you want to create the custom field. The available options include: **For Customers & Vendors**, **For Customers’ Contact Persons**, and **For Vendors’ Contact Persons**.
*   In the _New Custom Field_ page, enter the required details.
*   Click **Save**.

The custom field will be created for the contact persons.

**Note:** To filter the custom fields you created for the contact persons, in the _Field Customisation_ page, click the _Show Custom Fields For_ dropdown at the top and choose the required filter.

To record data for the created custom field:

*   Go to _Sales_ on the left sidebar and select **Customers**.
*   Select the customer for whose contact person you want to record data in the custom field.
*   In the customer’s _Details_ page, under _Contact Persons_, click the _Gear_ icon next to the contact person and click **Edit**.
*   In the pop-up that appears, enter the required data in the custom field.
*   Click **Save**.

The data will be recorded in the custom field you had created. Similarly, you can also create custom fields for your vendors’ contact persons and record data in them.