I'd like to sub-categorize Clients:

• Provide several custom fields. E.g. A unique ID relating to third-party software.
• Allow users to add/edit the field from the Lacerte front end.
• Gather the data at the back end using the ODBC connection.

I found a previous post that asked for something similar, but none of the replies answer that question (3).

I've been toying around with the Notes feature with some success but this would involve searching for/parsing the Note file, and leaves me wondering if this is the best approach.

I understand that I can achieve this outside of Lacerte but I want to investigate my options within Lacerte.