How to enter Account Preferences (User Defined fields)

Salesware User and Ticketing Guide for Beginning Users : Basic SysManager operations : Account setup : How to enter Account Preferences (User Defined fields)

To enter Account Preferences:

1. Go to SysManager > Preferences > Accounts.

2. You can enter labels here for five check boxes, five numeric fields, five text boxes, two date fields, and one memo field:

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3. Any labels that are entered here show up in Activities > Accounts > New account/Edit account > User Def tab (they also appear when viewing/modifying accounts in Sales):

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