contacts fields

Duncan Howarth
Duncan Howarth Member Posts: 2
edited October 2017 in Reckon One
I am looking for assistance.  
Does anybody know how to add extra filds on the contacts page.
Such as   Categories of members. i,e, Life, ordinary,affiliate and so on.  

Comments

  • Kim Chapman - COS Business Solutions
    Kim Chapman - COS Business Solutions Accredited Partner Posts: 204 Accredited Partner Accredited Partner
    edited October 2017
    Hi Duncan Sorry to be the Bearer of bad news. But at this stage Reckon One doesn't have the ability to do that. As a work around for now, What you can do is add that wording in the notes field. Export your Customer list to excel, then sort or filter by category. Hope this helps. Kind Regards Kim Chapman www.chapmanofficeservices.com
  • Duncan Howarth
    Duncan Howarth Member Posts: 2
    edited May 2017
    Thanks kim, I had the feeling but thought it worth asking.