Tips and Tutorials
Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express on a network??
How do I add product images to Quotes, Orders and Invoices?
How do I search in CRM-Express?
How do I setup multiple calendar views?
How do I assign a user name and password to an address book?
How do I setup a new view in CRM-Express?
At a glance view
How to setup synchronization
Running synchronization
Using Dropbox with CRM-Express
Using Microsoft SkyDrive with CRM-Express
Creating the address book
Setting up the address book options
Adding contacts to the address book
Adding user defined fields to the address book
Creating and adding products
Creating and adding products - Continued
Setup Email for invoicing
Setting up invoice layout
Creating and emailing pdf invoice
Receiving and allocating payments
Adding custom fields to the address book
Setting reminders
Using reminders

Tutorial 10 - Adding custom fields to the address book


In this lesson we will add some custom fields to the address book.

 
1. From the Address book in the previous lesson, click on the contact we have created and then on the Custom Fields tab.

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The following dialog will open which will allow you to change the 5 custom field names.
Note that you can change the field names any time in future.

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When you close the dialog you will notice that the field name on the main screen has also changed

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To turn these fields on in the grid and use them for grouping, do the following


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To group using the new fields do the following

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If you exit the program now the view will automatically be saved.