Customer custom field: Customer custom field helps to add additional fields under the customer details, such as Aadhar card number, Alternative mobile number etc.
Step 1: Go to “Parties”.
Click on “+ New Customer” at the bottom of the screen.
Step 2: Fill in the basic customer’s details.
A new form appears. Here, enter the basic details, like name, mobile number, and email.
Note: You can always add or edit the details later.
Step 3: Add custom fields
Under the other details.
Click on the “+Custom Fields” option.
A pop-up appears. Here, click on the “Add Custom Field” option present at the bottom of the screen.
Now, enter the “Label Name” and click on “Submit”.
Note: You can always add or edit the customer details later.
Step 4: Add the customer.
Now, close the custom field form and click on the “Add Customer” option present at the bottom of the screen.
Note: You have successfully added a new customer and a custom field and a pop-up will appear at the bottom of the screen informing the same.