Set Up and Use Custom Fields

How Do I...

Custom fields offer you a way to keep track of specific information your business needs. Each business is unique. While Sage 50 already provides fields to record most common business data, you probably require other information from time to time. Custom fields let you set up and store that unique data.

Sage 50 provides five custom fields each for customer, vendor, employee, job, and inventory item records. Custom field names (labels) are set up in default information. Customizable field data is entered in maintenance windows. Custom field data can be included in reports and forms.

For custom field examples, see Custom Fields (Vendor Defaults), Custom Fields (Customer Defaults), Custom Fields (Inventory Item Defaults), Custom Fields (Job Defaults), and Custom Fields (Employee Defaults).

To set up custom field names

From the Maintain menu, select Default Information, and choose the type of custom field record that you want to set up. In the Defaults window, select the Custom Fields tab. (For employee custom fields, select the General tab in the Employee Defaults window.)
Select the Enabled check box beside each custom field that you want to appear in the respective maintenance window.

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.
Enter the field labels for your custom fields.
Select OK to save your defaults and close the window.

To enter custom field data

Open the respective maintenance window (for example, Maintain Customers/Prospects). Select the Custom Fields tab if it exists, otherwise, select the General tab, and enter the custom field information.

What do you want to do next?

Perform other basic procedures