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Custom Fields for names

Customer, vendor, or employee records can carry  XE "Custom fields:for names"  text information in custom fields.  The content will be included in printed lists.  Invoices, other sales documents, and purchase orders can be set up (Chapter 17) with columns for custom field information.  If the form displays a custom field, the content of that field will be in the record of the form.

Custom fields contain text strings, up to 30 characters.

A miximum of 15 fields can be set up.  Any field may be designated for use with customers (including customer:jobs,) vendors, or employees or any combination.

Numerals in text strings will not be recognized as number values.

Certain reports can print custom fields, provided they showed on the original document.

Reports can be filtered to select transactions where specified custom fields have a stated exact content.

The content of custom fields copies into documents (invoices, bills, etc.,) provided the document is customized for display of the subject field.  Text to be a default for the field may be entered into the customer, vendor, or employee record.  The default text copies into the document, but may be changed there.

Custom fields for names can be initiated with the New or Edit windows for Customers, Vendors, or Employees after selecting the Additional Info tab, where it exists.

Whichever screen is used to start Custom Fields, the Define Fields window appears, where they may be set up. 

Note that any field may be selected for use with customers, vendors or employees.  Then the fields designated for customers will appear in all customer records, and likewise with vendors and employees.

After custom fields are set up, default contents may be entered for any customer ,vendor, or employee.  Note the stipulations above about the use of custom fields, particularly that they will be copied into transactions only if the documents (invoices, bills, etc.) are customized to display and/or print custom fields.

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Last modified: May 21, 2004