Quick Tips Tutorials
How to upgrade to a new CRM-Express version?
How do I setup CRM-Express for simultaneous users?
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
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

Tutorial 4 - Adding user defined fields to the address book

In this lesson we will add some user-defined fields to the address book.

User-defined fields can have one of 4 types namely:

·    Date - Can store and display dates

·    Image - Can store and display images
·    List - Can store and display lists
·    Memo - Can store and display any length of characters

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

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From the User fields page,
click on the  1 Setup  button to add a new user field.
click on the 2 New button when the dialog pops up. Another dialog will pop up.
Type in 3 a. Groom Name , select 4 Memo from the dropdown box and click on 5 OK

Tip: It is a good idea to group field by placing e.g. an a. in from of the group name because the fields that are displayed are sorted alphabetically
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Repeat steps 3, 4 and 5 and add fields for the bride and address and even a picture of the groom and bride.

To add a dropdown list, select List as a option in the dropdown box.

When finished, click on the Close button

Note: All fields will automatically be added to every new contact you create except if you deselect the option

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on the Global Options menu. If you deselect the option then you have to manually select fields you want to add.


After adding the fields and populating them with data the following is displayed

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