It's possible to change the order in which most fields appear in Data Capture. This applies to both standard and custom fields.

Administrators can do this from the Settings area via the Manage Categories link.

Click on a category name to edit that category's settings.

To edit the field order for fields, open the DC Sort order tab.

Here you will see two tables - one for Service Fields and one for Product Fields. These contain the active core and custom fields for each. Drag and drop fields as required. Fields at the top of the list will appear nearer the left-hand side of quotation and sales order Data Capture.

Please note that some core fields may have a fixed position, or may appear automatically next to related fields.

You can do this by enabling the Address field in the Service Core Fields. Once enabled, if the customer has multiple addresses, you’ll see a list to choose from in the Address field during Data Capture.

However, we recommend using the Sites feature instead.

Sites are a smarter way to manage customers with multiple locations. Each site can be linked to addresses, contacts, assets, and more. You can also set up subsites, add internal references, and choose a default site to keep everything organised.

To get started, go to the customer or lead record and select Manage > Sites. It’s simple, tidy, and helps you stay in control.

The Address field isn’t included in the Product Core Fields, but you can rename another field to serve this purpose.

Just note that this won’t show a list of existing customer addresses (If it exists in the Customer record). You’ll need to enter the address manually.

For a more streamlined approach, we recommend using Sites. Sites let you link products to specific locations and keep everything organised in one place.

Want to learn more? Read our guide on Managing Customer Sites.