On the Additional tab in Customer Maintenance there is a Comment field you can use or you can create a UDF check box to indicate if there is a certificate on file or not.

Memos would work too, allowing you to link to a saved file if you have a copy, set expiry date...

Thank you BigLouie.  So there is no specific location where i can record the COI's?  Is there a report i can run to see which COI is expiring?

How can i create the UDF check box?

Custom Office. If you need to know the expire date create a date UDF and call it Certificate of Insurance Expire Date.  Place that field on the Customer Maintenance Panel