Common Data > Customer > Optional Setting
Extra Field
Posted by i3Teamworks Admin on 6 Feb 2018 11:25am

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.