Note: A maximum of 250 custom fields for each record is allowed. The contents of each Custom Field has a maximum of 80 characters.

Refer to the considerations below to create custom fields in order to link/provide similar filtering criteria for master file fields such as jobs, employees, vendors, or accounts.

1. Make a backup of the TIMBERLINE OFFICE\9.5\Accounting\Dict folder on the server.
2. Open the Application that contains the record to which you want to add the Custom Field.
3. Select File, Company Settings, Custom Fields.
4. Select the Available Record that to which you want to add a custom field.
5. Click Edit.
6. Click Add.
7. Type a Description and make the appropriate selections to set up the custom field.
8. Click OK.
9. Click No to upgrade your files.
   Note: Upgrade Files should be performed at the server, not from a workstation.
10. Custom fields will not be available until the files are upgraded. Follow these steps to upgrade the data files on the server:
    1. Make a full backup of the company data folder.
    2. On the server, open the software and, if prompted, select the company data folder to which the custom field was added.
    3. Select Tools, Upgrade Files.
       • From Sage Desktop:
         • Versions 16.1 and newer: Applications, Common Tasks, Tools, Upgrade Files.
         • Versions 15.1 and older: Tasks, Sage 300 Construction and Real Estate, Common Tasks, Tools, Upgrade Files.
       • From TS Main, Tools, Upgrade Files.
    4. If you made a backup, select Yes to the backup question.
    5. Leave the Upgrade files in selection as Current data folder.
    6. Mark the Force file upgrades box.
    7. From the list of files, select the file to which the custom field was added.
    8. Click Start.
    9. You will be prompted to select a Save in location and File name for the Upgrade files journal. Make note where you save this printout and the name as you will need to access it in the next steps.
    10. You can view the Background Tasks to watch the progress.
    11. When it is complete, from the File menu, select Printouts. Browse to the location where you saved the journal, select it and click Open.
    12. Review the journal for any errors. Contact Sage 300 CRE Customer Support if you would like assistance reviewing the journal or need help with the errors.
11. Once the file is properly upgraded to include the new custom field, you may begin using it.