This document provides a step-by-step guide on how to customise customer fields in your system. By following these instructions, you will be able to set up and manage custom fields effectively to meet your business needs.

To begin, navigate to the menu strip at the top of the screen and select Setup > Customers.

Next, click on the Options button located at the top right corner of the screen.

Within the Options menu, select the Custom Field Names option. Here, you can enter the desired field names for the custom fields as needed.

After entering the custom field names, click on the Save Changes button located towards the bottom of the screen to apply the changes.

Once these steps are completed, you can edit a customer profile and navigate to the Custom Fields tab, where the field names you set up will be displayed accordingly.