How to create custom field for Customer/Vendor

Last updated: June 12, 2023

You can create custom fields for your customers and vendors to store additional information.

Step 1 : Go to the Customer / Vendor menu and click on the "Add New" button.

Step 2 : Click on the "Custom Fields" icon at the top of the form.

Step 3 : A popup will open where you can enter the names for your custom fields (e.g., Anniversary, Reference). Enter the names and click on the "Save" button.

How to create custom field for Customer/Vendor