Custom Fields (Customer Defaults)

To set up custom field names for your customer records, select the Custom Fields tab on the Customer Defaults window.

Custom fields offer you a way to keep track of specific information that your business needs. While Sage 50 already provides fields to record most common business data, you probably require other information from time to time. Examples

Field Name	Data Entered
Location	enter a sales territory, a county, or a specific borough or part of your city
Frequency	enter the time frame you use to call on or service this customer (Weekly, Biweekly, Monthly, and so on)
Mailing?	indicate whether you send your newsletter, marketing materials, and so on to this customer
Multiple Sites	indicate whether the customer has more than one location

There are two steps to setting up and recording custom fields:

Set up and enable custom field names in Customer Defaults. Select the Enabled check box to enter or change the field label. If you decide not to use a field, clear the Enabled check box. The data will remain, but it will be inaccessible. If you decide you want to use the field label again, select the Enabled check box, and the program will make the data available.
Enter custom field data for each customer record in Maintain Customers/Prospects. You enter this data on the General tab of the Maintain Customers/Prospects window. The labels you created in step 1 will appear on this tab.

Custom Fields (Customer Defaults)

What do you want to do next?