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