Contact management > Customising cards
To set up custom fields
Go to the Lists menu, choose Custom List and Field Names and then choose the card type for which you want to set up a custom field, for example, Customers. The Custom List and Field Names window appears.
Type the names of the custom fields you want to set up for the card type you have selected in the Name of Custom Field fields. For example, you could enter Birthday to record your contacts’ birthdays.
Click OK. The names you have entered will now appear in the Card Details tab of the Card Information window.
To enter custom field information in a card
Go to the Card File command centre and click Cards List. The Cards List window appears.
Click the Card Details tab and type the information you want to record in the appropriate custom field.
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