Custom Subtabs, Lists & Fields

Add your own fields and organize data your way.

What Can You Customize?

Type	What It Is	Example
Custom Field	Add a new field to a record	"Preferred Contact Method" on Customer
Custom List	Create a dropdown list	"Priority Level" (High, Medium, Low)
Custom Subtab	Organize fields into tabs	"Marketing Info" tab on Customer

Creating a Custom Field

Step-by-Step

HOW TO CREATE A CUSTOM FIELD
===============================================================================

Step 1: Navigate
Customization > Lists, Records, & Fields > [Field Type]

Field Type Options:
├── Entity Fields (Customer, Vendor, Employee)
├── Transaction Body Fields (header of transaction)
├── Transaction Line Fields (line items)
├── Item Fields (on items)
└── CRM Fields (cases, campaigns)

Step 2: Click "New"

Step 3: Fill in the basics
├── Label: "Customer Priority"
├── ID: _customer_priority (auto-generated)
├── Type: List/Record (dropdown)
└── List: Priority Level

Step 4: Display settings
├── Subtab: Custom
├── Show on Forms: Choose which forms
└── Store Value: ✓ (checked)

Step 5: Save

Field Types

Type	Use For	Example
Free-Form Text	Short text	"Nickname"
Text Area	Long text	"Special Instructions"
Date	Dates	"Last Contact Date"
Check Box	Yes/No	"VIP Customer"
List/Record	Dropdown	"Priority Level"
Integer Number	Whole numbers	"Number of Employees"
Currency	Money	"Credit Limit Requested"
Email	Email addresses	"Alternate Email"
Phone	Phone numbers	"Mobile Phone"

Creating a Custom List

Before creating a dropdown field, you need a list:

HOW TO CREATE A CUSTOM LIST
===============================================================================

Step 1: Navigate
Customization > Lists, Records, & Fields > Lists > New

Step 2: Name the list
├── Name: "Priority Level"
├── ID: _priority_level

Step 3: Add values
├── High
├── Medium
├── Low
└── Critical

Step 4: Save

Now: You can use this list in dropdown fields

Creating a Custom Subtab

Group your custom fields into organized tabs:

HOW TO CREATE A CUSTOM SUBTAB
===============================================================================

Step 1: Navigate
Customization > Lists, Records, & Fields > Subtabs > New

Step 2: Fill in details
├── Label: "Marketing Information"
├── Record Type: Customer
├── Add After: "Communications" subtab

Step 3: Save

Step 4: Assign fields to this subtab
When creating custom fields, select this subtab in Display settings

Result: New tab appears on Customer records

Where Fields Appear

Entity Fields (Customer, Vendor, etc.)

Fields appear on the record form:

CUSTOMER RECORD
===============================================================================

Main Tab:
├── Customer Name
├── Phone
└── Email

Custom Tab (your subtab):
├── Customer Priority (your field)
├── VIP Customer (your field)
└── Preferred Contact (your field)

Transaction Body Fields

Fields appear on the header of transactions:

SALES ORDER
===============================================================================

Header Section:
├── Customer
├── Date
├── PO #
└── Sales Channel (your custom field)

Lines Section:
(items go here)

Transaction Line Fields

Fields appear on each line item:

SALES ORDER
===============================================================================

Lines:
┌─────────────────────────────────────────────────────────────────┐
│ Item         | Qty | Rate  | Amount | Gift Wrap (your field)   │
├─────────────────────────────────────────────────────────────────┤
│ Widget Pro   | 10  | $50   | $500   | ✓                        │
│ Widget Basic | 5   | $25   | $125   | ✗                        │
└─────────────────────────────────────────────────────────────────┘

Field Settings Explained

Setting	What It Does
Mandatory	User must fill in the field
Store Value	Save the value in database (usually ✓)
Show in List	Appear in list view columns
Global Search	Include in search results
Audit Trail	Track changes to this field

Quick Reference

I want to...	Go to
Add field to Customer	Customization > Lists, Records, & Fields > Entity Fields > New
Add field to Sales Order header	Customization > Lists, Records, & Fields > Transaction Body Fields > New
Add field to SO lines	Customization > Lists, Records, & Fields > Transaction Line Fields > New
Create a dropdown list	Customization > Lists, Records, & Fields > Lists > New
Create a tab to group fields	Customization > Lists, Records, & Fields > Subtabs > New

Common Examples

VIP Customer Flag

Field Type: Entity Field
├── Record Type: Customer
├── Label: "VIP Customer"
├── Type: Check Box
├── Default: Unchecked
└── Show on all customer forms

First, create list:
├── List Name: "Sales Channel"
├── Values: Online, Retail, Partner, Direct

Then, create field:
├── Field Type: Transaction Body Field
├── Applies To: Sales Order, Invoice
├── Label: "Sales Channel"
├── Type: List/Record
└── List: Sales Channel

Special Instructions

Field Type: Transaction Body Field
├── Applies To: Sales Order
├── Label: "Special Instructions"
├── Type: Text Area
├── Max Length: 999
└── Show on fulfillment view

Tips

Do	Don't
Plan field names carefully	Use vague names like "Custom1"
Group related fields on subtabs	Clutter the main form
Use meaningful IDs	Change IDs after saving
Test on one form first	Roll out without testing

Key Takeaways

Custom Fields = Add new data points to records
Custom Lists = Create dropdown options
Custom Subtabs = Organize fields into tabs
Choose the right field type for your data
Plan before creating - IDs can't be changed later

Custom Forms - Control which fields appear
Custom Records - Create entirely new record types
Data Migration - Import data into custom fields

What Can You Customize?​

Creating a Custom Field​

Step-by-Step​

Field Types​

Creating a Custom List​

Creating a Custom Subtab​

Where Fields Appear​

Entity Fields (Customer, Vendor, etc.)​

Transaction Body Fields​

Transaction Line Fields​

Field Settings Explained​

Quick Reference​

Common Examples​

VIP Customer Flag​

Sales Channel Dropdown​

Special Instructions​

Tips​

Key Takeaways​

Related Topics​