The Contact record is capable of storing a sufficient quantity of information to cater for most requirements. However, in some circumstances, it might be necessary to store additional information for which no fields have been provided. The User Defined Fields - Contacts setting in the CRM module allows you to add your own fields to each Contact record for this purpose. The new fields will be visible on the 'User Defined' card of each Contact record.

To open the User Defined Fields - Items setting, first use the [Switch Module] button in the Navigation Centre to enter the CRM module. Then, if you are using Windows or macOS, click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'User Defined Fields - Contacts' in the resulting list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'User Defined Fields - Contacts' in the 'Settings' list. The 'User Defined Field Labels - Contacts: Inspect' window opens. Make changes as required and then click the [Save] button (Windows/macOS) or tap √ (iOS/Android) to save those changes and close the window. To close the window without saving changes, click the close box (Windows/macOS) or tap < (iOS/Android).

The User Defined Fields - Contacts setting is spread over two cards. To view specific cards when you are using Windows or macOS, click one of the named tabs:

If you are using iOS or Android, both cards will be visible on screen. Please follow the links below for details about each card:

'Values' card
'Address' card

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Go back to:

Home page for Settings connected with Customers Suppliers and Contact Persons
Home page for Settings in the CRM module
Home page for Customers, Suppliers and Contact Persons manual
Home page for CRM module manual
Home page for Standard ERP manual

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