Custom fields offer you a way to keep track of specific information that your business needs. While Sage 50 already provides fields to record most common business data, you probably require other information from time to time.
To set up custom field names for your customer records, go to the Customers & Sales Navigation Center, click the Customers navigation aid, then select Set Up Customer Defaults. On the Customer Defaults window, select the Custom Fields tab.
There are two steps to setting up and recording custom fields:
- Set up and enable custom field names in Customer Defaults. Select the Enabled check box to enter or change the field label. If you decide not to use a field, clear the Enabled check box. The data will remain, but it will be inaccessible. If you decide you want to use the field label again, select the Enabled check box, and the program will make the data available.
- Enter custom field data for each customer record in Maintain Customers/Prospects. You enter this data on the General tab of the Maintain Customers/Prospects window. The labels you created in step 1 will appear on this tab.
Examples
Custom fields let you use your imagination. What do I really need to know about my customers? Following are examples of customer custom fields you could set up.
|
Field Name |
Data Entered |
|---|---|
|
Location |
enter a sales territory, a county, or a specific borough or part of your city |
|
Frequency |
enter the time frame you use to call on or service this customer (Weekly, Biweekly, Monthly, and so on) |
|
Mailing? |
indicate whether you send your newsletter, marketing materials, and so on to this customer |
|
Multiple Sites |
indicate whether the customer has more than one location |