Customising cards

If you need to record certain information about your contacts, but can’t find a suitable card field for it, you may want to set up a custom field.

For example, you could set up a field to record your customers’ birthdays or a field to record the date of your employees’ most recent performance review.

You can set up three custom fields for each card type and label them according to your needs. You can then enter any information you like in those fields.

If you need to, you can show this information in a report by selecting the custom fields in the Report Fields tab of the Report Customisation window.

To set up custom fields

Go to the Lists menu, choose Custom List and Field Names and then choose the card type for which you want to set up a custom field, for example, customers. The Custom List and Field Names window appears.

Enter the names of the custom fields you want to set up for the card type you have selected in the Name of Custom Field fields. For example, you could enter Birthday to record your contacts’ birthdays.

Click OK. The names you have entered will now appear in the Card Details tab of the Card Information window.

To enter custom field information in a card

Go to the Card File command centre and click Cards List. The Cards List window appears.

Click the zoom arrow next to the card you want to edit. The Card Information window appears.

Click the Card Details tab and enter the information you want to record in the appropriate custom field.