You can add custom customer fields to each customer file. You can organize these in tabs to make all information clearly arranged in each customer file.
Create tabs
Before you can organize individual customer fields into tabs, you must first create the corresponding tabs. Use the +Tab button to create a new tab. Then you can assign the desired tab to each customer field.
Organize customer fields into tabs
To add a customer field to a tab, go to the desired customer field in the "Advanced Customer File" function or create a new customer field using the + Customer Field button.
Here you can select the tab to which the customer field should be assigned. Customer fields that are not assigned to a tab appear on the main page of the customer file.
