Menu Path: Choose Billing & Receipts, then choose Miscellaneous Billing, then choose Customers. Select Customer Information.
Supplemental fields offer the opportunity to store additional information about a customer based on your organization's unique requirements. Supplemental fields are grouped by a field group title. The groups and group fields are defined in the Supplemental Fields table.
If your organization has supplemental fields that are required during the entry of a customer record, the Supplemental Fields page displays before you can save the record.
Use the navigational buttons to move from one group to another.
Complete Supplemental Fields
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Enter criteria identifying the records to list, then click Find. To run an advanced search, click Advanced.
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Select the desired record, then click Details on the action bar.
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Choose Supplemental Fields.
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Use the navigation buttons to select the desired field group, then complete the fields as needed.
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Complete the fields for all desired field groups.
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Click OK.