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Jason Green, a program manager for Finance and Operations, introduces the custom fields feature available in Platform update 13. He explains that while Finance and Operations provides a comprehensive set of tables and fields for various business processes, organizations may need to track additional information not included out-of-the-box. He demonstrates how to add a custom field, specifically a Tracking number field, to sales orders. The process begins by right-clicking on the sales order header, selecting "Personalize," and then clicking "Add a field." This opens a dialog displaying a list of existing fields that can be added to the page.
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