Optional Setting
Common Data > Customer > Optional Setting
Extra Field For Customer Info
Posted by i3Teamworks Admin on 6 Feb 2018
Further classify or tag your Customers according to your own definition. Whether by Product they are interested in, or by Advertisement Media Code they are attract with, etc.
1. From your Main Dashboard, go to Common Data and click on Customer
2. Tap on and choose
3. Then click
You can use the "Extra Field" as a Customer filtering criteria.