To access the Site Custom Fields, you must first open a customer record.
From the main menu, arrive at the Customers list with this path: CRM > Customers.
The Customers list opens. Locate the customer in the list, and then click on the hyperlink in the Customer # column to open the customer record.
The Customer record opens. Click on the Sites/Systems tab, and then in the Site Number column, click on the hyperlink of the Site for which you want to access the Custom Fields.
The Site record opens. Click on the Custom Fields tab.
In the bottom panel of the page, the custom fields are displayed. Enter information according to your company’s policies and procedures.
When finished entering information, click on the Save button.
