DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Second Name for customer


#1

When you go into Customers can a line be added for a contact name??


#2

See above as I changed the topic!!


#3

The Name field is for the name of customer, not the name of a contact person. You can put contact names and information into the Additional Information field near the bottom of the input screen.


#4

Yes, but the only way to see that is to go back into the edit, I would like to see the other information in the Customer screen… At the moment you can only see the business name, phone and email…


#5

You can add custom field which can be shown as a column.

  1. Go to Settings tab
  2. Click Custom Fields
  3. Click New Custom Field button under Customers section
  4. Enter name of column under Label field
  5. Check Show custom field as a column option.
  6. Click Create button.

#6

Thanks!!!