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 the ‘Contacts’ sub tab where you’ll find the option to add upto 10 custom fields.
- 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.