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Using Custom Tables

Custom tables appear on the Custom Data tab of certain record types; for example, the Vendor screen, the Maintenance Request screen, the Job screen, and so on. For each record type, the tables appear on the Custom Data tab.

The following screenshot shows two custom tables on the Custom Data tab of the Vendor screen: Vendor Information and Vendor Contract Info.

Vendor Information is a table with one row, essentially, a group of fields. To change the information, click the Edit icon (the pencil).

Vendor Contract Info is a table with multiple rows. Click Add New to add another row, or click the Edit icon to modify an existing row.

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