Access field customization from a saved record
On a saved transaction or other supported record, use More actions > Customize in view mode to create or edit custom fields. This action is not available while you are creating a new invoice or another record. If you need a custom field before saving the record, open Menu > Administration > Customization > Fields and follow Create a custom field.
Before you begin
You need an existing saved transaction or other record that supports custom fields, and the Administrator access profile or the Customization: create fields and segments permission set.
Access field customization
- Open the saved transaction or record in view mode.
- Select More actions > Customize.
- Select Customize fields.
QuickStart opens field customization for that record.