How Do I Create User Customised Fields on Master Records?

Adding and validating your own fields on Supplier and Customer Master Records.

Written By Niall Conlon (Draft Writer)

Updated at September 29th, 2018

1.    Introduction:

You can now add your own Custom designed fields (i.e. additional fields not included in the system’s Tables) against both the Customer and Supplier (Vendor) Accounts for permanent use throughout the entire system.

2.    Creating, Adding and Maintaining User Defined Fields:

 You will need Administration Privileges to perform this task. Go to any Customer’s (or Supplier’s (Vendor's)) Maintenance screen and click on “Custom Fields”;

This will bring up the following Window;

You can now add New Fields “New Custom Fields” or amend existing ones “Manage Custom Fields”. In this example, we are going to add a Field called “Billing Frequency” to all our Customer Records. We will then add a second field called “Customer Grading”. Click on “New Custom Field”;

and fill in the required fields. The “Data Type” can be either “Text”, a “Number” or a “Date depending on what you want the system to validate when information is entered in that Custom field against each Customer.

The next tick box relates to whether or not a Drop Down List is to be associated with the field. If you tick this Box, then the next field contains the values to be shown in the Drop Down List and will display the only possible values that the User can select when entering data against the field. If you do not tick this box, then, obviously the data can be any text, and number or any date – depending on the Data Type chosen. Click on “Add” and “Save” your work. You can add more Custom fields now or later.

You can also add or remove values to/from the Drop Down List subsequently using the “Manage Custom Fields” option.

When you now go to any Customer on your System (including new Customers added) you will find that these fields are operative;

For each Customer, enter the appropriate values and “Save it to their Account’s Standing Data. You can now also add these new fields to any of the Grid Listings described earlier;

Simply drag the field you want and place it in its relevant position in the Right Hand Panel. Thereafter, it becomes available for Filter, Sorting, Reporting on etc. in that particular Grid Listing.

Here’s another example of the use of Custom Fields;