Question:


How to categorize customers/suppliers into city, country and state?


Steps:


1. Go to Company > Change Company Settings > User Defined Field > Customer:


Under the Text Values section, please define Text User Fields 1,2 and 3 as City, State and Country. Click Save.



2. When you record a new Customer information, please fill the details in User Defined Fields section:



3. If you want to view the city, state and country information in the customer listing, please click the gear image as below:



Click Customize Grid and tick the additional fields you want to appear in the listing: