After you enable your custom fields, they will appear in the Corporate Admin.

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Important

Custom fields are for custom development work. They're not meant for Customer Support representatives to add notes.

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Associate Custom Fields

Show in an Associate's Detail Summary:

The custom fields show for each Associate. The values entered in the CRM_CustomFields table show as default values. To can change the values for an Associate:

1. Click the Edit Associate button.

2. In the Edit Associate page, enter the data in Custom Field 1-10.

   

3. Click Save Changes.

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Inventory Custom Fields

Show in an item's Detail page:

The values entered in the INV_CustomFields table show as default values. You can change the values as necessary for each inventory item by editing the form.

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AutoShip Custom Fields

Show in an Associate's AutoShips & Subscriptions page:

The custom fields show for each AutoShip record. The values entered in the CRM_AutoShip_CustomFields table show as default values. To can change the values for an AutoShip record:

1. Click the Change button.

2. In the Edit AutoShip page, enter values into Custom Field 1-5.

   

3. Click Save Changes.

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Order Custom Fields

Show in an order's Detail page:

The values entered in the CRM_Order table show as default values. To can change the values for an order:

1. Click the Edit button.

2. In the Edit Order page, enter the data in Custom Field 1-5.

   

3. Click Save Changes.