Top menu >> Setup >> Basic fields
You have the option to add fields to the following pages: Agencies, Reps, Customers, Customer locations, Account, Staff and Suppliers. This feature is used to keep track of information that is not part of the default fields that are available on these pages. From this page you can also change the default columns displayed in the active views of the above list.
From the Setup page >> click Basic fields.
Adding Fields
Select the page you want to add the field to (1): Agencies, Reps, Customers, Customer locations, Account, Staff or Suppliers.
Drag and drop the field in the target area which will turn yellow when ready to drop (2)
Name the field and click Finish.
Changing Default Columns
Select the page you want to add the field to (1): Agencies, Reps, Customers, Customer locations, Account, Staff or Suppliers.
Under the More drop-down > Default columns for Staff
From here you can determine the columns that will appear when you visit the page's default active view.
