User-defined field allow you to classify your contacts according to your own needs, and you can also group your contacts after your own wishes.
For a software company, for example, a possible user-defined field might be 'Licence expiry date'. The value in this case would be the date when the licence expires.
Allocating a user-defined field to a contact
Click on the icon directly to the left of User-defined
field
-or-
Click the Search button
at the bottom right of the field.
Select the Field type from the drop-down list and enter its Value in the text box below. The field type could be, for example, 'District' with the value 'north', or 'Number of employees' with the value '15'.
Click OK.
New User-defines
fields are created in the Properties
register, which you can access by going to View
- Settings - Company - Properties Register.
You can also adjust the alternatives for the Type
of value drop-down list here.
Read more about: