Adding Custom Search Fields to Customers


Steps to Add Custom Search Fields

Adding custom search fields to your customers is controlled through your System Options. Follow the steps below to add custom search fields:

  1. In Edge, go to Administrative > System Options > Customer Options > Custom Field Names.
  2. Click in the box that says "String Array", then click the box that appears on the line with the dots [...].
  3. This will bring up the "String Collection Editor".
The box will open with information already prefilled in with the information below:
Cust Type 
Custom 1 
Custom 2 
Custom 3 
Custom 4 
Custom 5 
Custom 6 
Custom 7 
Custom 8 
Acquisition 
 
To begin adding in your new custom search fields, you will remove one of the Custom lines, such as Custom 1, and replace it with the name of the field you are looking to add. It will end up looking similar to the example below:
Cust Type 
New custom type you want
Custom 2 
Custom 3 
Custom 4 
Custom 5 
Custom 6 
Custom 7 
Custom 8 
Acquisition 
 

Newly Added Custom Search Fields

Your new custom search field will then appear on each customer record on the Other Keys tab.
You WILL need to manually fill this in, however, you will then be able to then report on the customers who have information marked under this new custom field by running any Customer Report or Customer List:
  1. Customer Reports are found under Reports > Customers.
  2. Customer Lists are created through Customer > Find.
  3. Then for either, you will visit the Other Keys tab.
    NOTE:  There is not a way to pre-set information to select from.
 
Updated on Mon, 13 Sep 2021 by Angela Chiaravalle

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