Page tree

Using the Additional Fields tab, you can track an unlimited amount of user-defined information for your customers.

You can set up Additional Fields in Define Lists, and since these fields are user-defined, you can use them to track various information that is applicable to your organization. For example, a school could define its additional fields to track a student's medical information, such as the student's doctor and whether a student's immunizations are current.

To learn more about defining a customer's Additional Fields, see Defining Individual Lists.

You can also filter a report to access a list of customers who have similarities on the Additional Fields tab.