Enter custom data in user-defined fields for a record
Once custom user-defined data fields are added, you can use these fields to enter the custom data you want to capture. Information on adding user-defined fields is available in Add custom data user-defined fields to a record.
(If it is not open already) Open the record you want to enter custom data in user-defined fields for.
Click the Other tab.
Note: This tab is nearly identical on the Account, Contact Detail, Invoice, Payments & Credits, and Refunds dialog boxes.
Click User Fields.
Note: If any of the custom user-defined fields are required, a check appears in the Required column next to User Fields.
The User Fields dialog box appears.
The name of this dialog box varies slightly, depending on what kind of record you are adding fields to.The contents of this dialog box depends on what user-defined data fields were added earlier.
- Enter data for the fields in the User Fields dialog box.
Click Save, and then click Close.
A check appears in the check box in the Completed column next to User Fields.
- Click Close.