Custom Customer Fields

You can create up to 20 text fields and 20 checkboxes for your customer records and call them anything you like. This could be for storing their birthday, or whether or not a catalogue has been sent or if a credit check has been completed – virtually anything you like. To set this up just go to Settings > Custom Customer Fields. Simply type in the field label, checkboxes are tickboxes and text fields allow you to type in information. When you're ready, click Update.  When you're viewing the customer details screen, these fields will be visible in the Other Info tab. Custom customer fields are currently unable to be shown on invoices, although we hope to have this feature available soon.

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