Thanks for getting back with the Community, tippykayak.
You can create a custom field to show specific customer, product, or service details.
Here's how:
- In your top menu bar, go to Customer, then Customer Center.
- Double-click a customer profile to open and edit it.
- Access the Additional Info tab, then choose Define Fields.
- Name your custom field in its Label column.
- Under the Use for column, tick your appropriate checkbox(es) to add the custom field to customer, vendor, or employee profiles, then Select OK.
Once it's created, you can add it to sales forms:
- Begin creating an estimate, invoice, etc.
- Access its Formatting tab, then click Customize Data Layout. If you're using a locked template, choose Make a Copy.
- Open your tab for which section of the form you want to add your custom field to.
- Find the custom field on your list, tick its checkboxes for Screen and/or Print as necessary, then select OK.
I've also included a detailed resource about working with custom fields which may come in handy moving forward: Create & use custom fields
If there's any additional questions, I'm just a post away. Have a wonderful day!
