User Fields

Set Up User-Defined Fields

R2 lets you create user-defined fields to store additional information, such as a contact’s birth date or job title.

Add a user-defined field

1. Open the Configuration window.

2. Select User Defined Field.
   A dialog box opens.

3. Select Add.

4. In Position, select a number (1, 2, 3, and so on) to set the field order.

5. In Caption, enter a label for the field.

6. In Type, select one of the following:

   • Text

   • Number

   • Date

   • Boolean

   • Choice

Add options for a Choice field

If you selected Choice, add the available options:

1. Select Add in the Options group box.
   A blank line appears.

2. Enter the option caption (for example, Birth date).

3. Select OK to save.