Entering Details in a User-Defined Field

User-defined fields allow you to record specific information about a client that you cannot record in any of the standard fields in a client's profile.


  1. Click on the toolbar.

The Appointments for window displays.

  1. In the Client field, type the client's name in "lastname,firstname" format and press Enter, or double-click in the field and locate the client's profile using the Quick Search window.

The client's details display.

  1. Right-click on the client's name and select Edit View/This.

The client's profile displays.

  1. Click the UDF tab.

  2. Click Edit.

  3. Type information about the client in the Responses for this Client fields.

  4. Complete the following as necessary:

  1. Select Show these User Defined Fields in the Register to show the information entered in the user-defined field(s) when ringing up a sale for the client.

  2. Select Show these User Defined Fields in the Appointment Editor to show the information entered in the user-defined field(s) when scheduling an appointment for the client.

  1. Click Save.

 

Defining a User-Defined Field