Click on "Configuration" from any screen --> "Custom Fields"
Choose in which category you want to add a Custom Field
In this example we are going to add 2 Custom Fields to Customers
Customer ID (Text)
VIP (Yes /No)
1- Type the Custom Field name
2- Click "Add"
3- Custom Fields can be re-arranged using the Cross icon
We have now added 2 Custom Fields to the Customer view
Custom Fields can be :
Imported and Exported
Inserted in a Report
Displayed on Mobile Devices
if you require further assistance, please contact us at firstname.lastname@example.org