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How can I add more fields for customers or vendors?
You can create additional fields for your customers or vendors by creating custom fields in Zoho Books. Here’s how:
- Go to Settings and then Preferences.
- Go to Customers and Vendors.
- Navigate to the Field Customisation tab.
- Click the + New custom field button in the top right corner of the page.
- Enter the Label Name, Data Type and other necessary details.
- Click Save. You can view these additional fields in your customer and vendor creation or edit pages.
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