Customer Custom Fields

Set up Customer Custom Fields

1. From the menu strip at the top, go to Setup > Customers.

2. Click the Options button located at the top right.

3. Click the Custom Field Names option.

4. Enter your desired Field Names for the custom fields.

5. Click the Save Changes button located towards the bottom.

When you edit a customer, and then click on the Custom Fields tab, the field names will reflect as per above.