Client Management How to Create a New Customer Customer Custom Fields

Creating a New Customer (continued)

Customer Custom Fields Setup

6.  The Custom Fields form will be displayed.  This is an optional form for gathering information important to your company.  Make selections in the required fields and other optional fields according to your company policy and procedures.  Required fields are highlighted in yellow.  The User will not be able to save the Customer record until selections or data is entered into fields flagged as required.

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Once all information has been entered on the Custom Fields form, follow the link Saving the New Customer for step 7 of a new customer setup. 

If the Custom Field tab is grayed-out, your company has elected not to use the Customer Custom Fields.  If this is the case, continue on to step 7.

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