The Customer 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 setting in the CRM module allows you to add your own fields to each Customer record for this purpose. The new fields will be visible on the 'User Defined' card of each Customer record.

Use the Modules menu to enter the CRM module and then select 'Settings' from the File menu or click [Settings] in the Master Control panel. Double-click 'User Defined Fields' in the resulting list. The 'User Defined Field Labels: Inspect' window opens. Make changes as required and then click the [Save] button in the Button Bar to save changes and close the window. Click the close box if you do not want to save changes.

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