Enter custom data in user-defined fields for a record

Once custom user-defined data fields are added, you can use these fields to enter the custom data you want to capture. Information on adding user-defined fields is available in Add custom data user-defined fields to a record.

1. (If it is not open already) Open the record you want to enter custom data in user-defined fields for.

   • Open an existing account record.
   • Open an existing contact on an account record.
   • Open an existing invoice.
   • Open an existing payment or credit adjustment record.
   • Open an existing refund record.

2. Click the Other tab.

   Note: This tab is nearly identical on the Account, Contact Detail, Invoice, Payments & Credits, and Refunds dialog boxes.

   

3. Click User Fields.

   Note: If any of the custom user-defined fields are required, a check appears in the Required column next to User Fields.

   The User Fields dialog box appears.  

   Note: The name of this dialog box varies slightly, depending on what kind of record you are adding fields to. The contents of this dialog box depends on what user-defined data fields were added earlier.

4. Enter data for the fields in the User Fields dialog box.

5. Click Save, and then click Close.

   A check appears in the check box in the Completed column next to User Fields.

   

6. Click Close.