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This text refers to program version 8.4  

User Defined Fields - Contacts

This page describes the User Defined Fields - Contacts setting in the CRM module.

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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 Mac OS X, 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/Mac OS X) or tap √ (iOS/Android) to save those changes and close the window. To close the window without saving changes, click the close box (Windows/Mac OS X) 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 Mac OS X, 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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Settings related to Contacts:

• Introduction
  

• Customer Categories
  

• Classification Types
  

• Contact Classifications
  

• Contact Settings
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Number Series - Contacts
  

• Supplier Categories
  

• User Defined Fields - Contacts

Go back to:

• Home page for Customers, Suppliers and Contact Persons manual
  

• Home page for Standard ERP manual

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