Entering client custom field information

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Use the Custom Fields tab to enter and track client information specific for your firm. This tab contains all of the custom fields that your firm has set up for the Clients screen.

Note: To create client custom fields, choose Setup > Custom Fields > Client.
  1. From the Setup menu, choose Clients.
  2. In the Clients screen, click the client for whom you want to enter custom field information.
  3. Click the Edit button.
  4. Click the Custom Fields tab.
  5. Complete the custom fields with the information you want to track for the client.
  6. Click the Enter button to save your changes.

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