Custom Fields can be set up for collecting and maintaining additional information about your customers that is specific to your company and is not a standard field in the ES 100. In most cases it is not necessary to utilize custom fields. When a custom field is set up, the data entry field and data are displayed on the customer edit screen and is available in the “All Customers” report.

To create a custom field for customers, click Company Tab, click ES 100 Setup, click Customer, click Custom Fields, click Create Field. In the display screen enter field name in the description box and click Save. You can edit the field name at any time, rather than clicking Create Field click on the existing field name in the display screen, then edit and click Save.

Drop Down Values

If you would like the custom field to be a drop-down selection box, change the Type to Drop-Down.

Click the Create New link to create new options for the drop-down. Click on the individual values to edit the existing options.