Custom fields in Sage 50

Custom fields in Sage 50 let you track business-specific information that isn’t covered by the standard fields—like customer preferences, internal tags, or alternate contact details. You can set them up for customers, vendors, employees, jobs, and inventory items, and they’re especially useful for reporting and filtering

How to Set Up Custom Fields

1. Go to Maintain > Default Information, then choose the record type (e.g., Customers, Vendors).
2. Select the “Custom Fields” tab (or “General” tab for employees).
3. Enable the fields you want to use by checking the boxes.
4. Enter custom labels (e.g., “Sales Rep”, “Preferred Contact Time”).
5. Click OK to save.

You now have up to five custom fields per record type.

How to Use Them

• Open a maintence record (like a customer or vendor).
• Custom Fields are normally shown on the bottom of the maintenance form.
• Enter the relevant data for each custom field.

These fields may be included in reports, filters, and form layouts, making them great for segmenting contacts or tracking internal notes.