Customer Custom Fields and Usage in Report filters
Varadharaj V
Jan 25, 2024 - 6 mins read
Custom fields often needed feature for every company, where we need to have certain specific fields based on each business nature and convenient to operate the software with their needed information. Let's take a look at how the custom field helps in our system to get you control over there. From our example, we are going to add the custom field on Customer profile and Let's use those fields as filter in the reports.
Customers
Let's start with an example. We are going to add two more fields in our Customers profile. And let's continue try it how it passed in the entire system. We are taking 2 fields as example:
- Collection Line
- Representative Line.
- These two lines are going to be added on the customers page We can reach by Customers ->New -> Customer to get that popup. Most of our add new forms are in Popup modal. So we might call sometimes as Popup window.
- Here Click on the Add Field Button and input label Collection Line And Choose type. We have types like Text, Amount, Drop down, Checkbox, Radio buttons. Choose your needed one. As we are going to use drop down here. So we can choose and apply from a list of existing or we can append new to that list.
- Once i Choose Drop down I get one more new drop down call Pick Types. Which are all also can be access from. Setup -> Pick Types and Pick list values. This pick type and list helps us to create custom drop down with data. And Here also I am pressing + Button and add Type as Collection line and the list selected it now. and i have added one custom field.
- Again the same step i will add the one more field for Representative line. Now the New Customer form will look like this.
Now onwards, Whenever you add a new customer. You have to apply these two options. Additionally if you wish to add more you can do that with + button on the right end.
Now we set with fields. Once you make sales Transactions. That will be like as usual. It wont have any difference in it. Just make transactions against customers such as invoices, orders, payments, credit notes, etc.
Reports
After that, when you goto Reports. You will get these two options in all of our summary reports like customer balances, aged analysis. Customer trial balance, etc. It will look like the below screen. Note : These custom fields Filter will appear when your customer drop down doesn't selected with any Customer, So only the options appear. If you select a customer, that option won't appear in the filters.
And also once you apply the filters. You will get these information on your filtered reports too.
