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To enter multi-instance user-defined information

  1. Open a customer's record in the Manage customers window.
  2. Select the appropriate tab to open a multi-instance user-defined window.
  3. Click in the first field on the tab to display the drop-down list.
  4. Select the drop-down arrow and select the appropriate value.
  5. Tab to each field and enter the appropriate values. Pressing Tab while in the last field of the row enables the next row.
  6. Click Save when you are done entering data.

See Also

Selecting multiple values for user-defined fields

To select multiple values for a user-defined field

To enter single-instance user-defined information

To delete data from a multi-instance, user-defined record

To view multiple-select fields

To view read-only text fields

To view data on multiple-instance, user-defined tabs in a non-grid format

To view or edit data on multiple-instance, user-defined tabs


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