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Defining Custom Fields

In the Custom Fields tab of the Company Information dialog box, you can define the names of the custom fields used with vendors, contractors, employees, customers, inventory, and invoices.

  • The vendor fields appear in the Detail tab of the Vendor Detail dialog box.
  • The contractor fields appear in the Custom Fields tab of the Contractor Detail dialog box.
  • The employee fields appear in the Custom Fields tab of the Employee Detail dialog box.
  • The customer fields appear in the Detail tab of the Customer Detail dialog box.
  • The inventory fields appear in the Custom tab of the Inventory Detail dialog box.
  • The invoice field appears on the right side of the Invoice Detail area of an invoice and prints on your invoices.
To name a custom field:
  1. Click Company Setup in the Company section of the task bar on the right.
  2. In the Company Information dialog box, click the Custom Fields tab.  
  3. Select an option at the top of the dialog box for the type of custom field: Vendors, Employees, Customers, Inventory, Invoices, or Contractors.
  4. Type the field’s name in the appropriate box.
  5. To save the information without closing the dialog box, click Save.
  6. When you are finished updating information in the Company Information dialog box, click OK.