Customer, prospect, and supplier contact codes can capture additional information. These fields depend on the labels defined within this setup screen. Additional information is split between field types and includes Text, Numeric, Date and True/False (Yes/No) fields.
In the example below, we have named the first 'Date field' as Birthday, so the user can capture the birthdate of the contact and the second 'Date field' will be the contact’s anniversary date.
The screenshot below shows the contact screen with our user-defined fields of 'Birthday' and 'Anniversary'.
The user-defined text fields allow for selecting pre-defined text and random text values. Use this tab to enter the required pre-defined text values.
