Clients > Custom Fields tab

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Use custom fields to track information that is not tracked in the application's default configuration.

Note: For each custom field that you set up, the application creates a corresponding variable for use in the Report Designer.

Choose Setup > Clients and then click the Custom Fields tab.

You can select one of the following field types.

Fields & buttons

The fields and buttons available in this tab depend on the custom fields that have been set up for the Clients screen by your accountant.

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