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This text refers to program version 6.2  

User Defined Fields - Contacts

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 Contact module allows you to add your own fields to each Contact record for this purpose. The new fields will be visible on the 'User Values' card of each Contact record.

Use the [Module] button in the Master Control panel to ensure you are in the Contact module and then click the [Settings] button, also in the Master Control panel. Double-click 'User Defined Fields - Contacts' in the resulting list. The 'User Defined Field Labels - Contacts: Inspect' window opens. Make changes as required and then click the [Save] button in the Button Bar to save changes and close the window (you may need to restart Standard CRM to see the changes take effect). Click the close box if you do not want to save changes.

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Settings concerned with Customers, Suppliers and Contact Persons:

• Introduction
  

• Classification Types
  

• Contact Classifications
  

• Customer Categories
  

• Delivery Addresses
  

• Delivery Modes
  

• Delivery Terms
  

• Info on Customer Status Report
  

• Job Descriptions
  

• Normalized Phone Numbers
  

• Payment Terms
  

• User Defined Fields - Contacts, including
  
  • 'Values' card
    

  • 'Address' card

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard CRM manual

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