Tracking Miscellaneous Information
Tracking Miscellaneous Information (6388)
Several different windows, including the Customer, Vendor, and Item Cards, allow you to define and track information that isn't recorded elsewhere. Clicking the Folder tab in such a window allows you to track documents and notes, assign tags, and enter customized field data. See the following sections for instructions about how to use these features.
Customized fields are used to keep track of categories of information that are important to your business, but aren't defined elsewhere. For example, you can keep track of customer preferences or the dimensions of items you sell. You enter information just as you do in other data fields.
You define the labels for customized fields in the Preferences window of each toolbar. In the Preferences window, each field has a fixed reference number and an area where you enter the field name. See "Setting Big Business Preferences," later in this chapter, for instructions on using the Preferences windows.