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.
Click on the toolbar.
The Appointments for window displays.
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.
Right-click on the client's name and select Edit View/This.
The client's profile displays.
Click the UDF tab.
Click Edit.
Type information about the client in the Responses for this Client fields.
Complete the following as necessary:
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.
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.
Click Save.