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.