Clients > Custom Fields tab

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

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.

Any custom fields previously defined for this data-entry screen (in the Setup > Custom Fields > Clients screen) will appear in this tabbed page.

You can select one of the following field types.

  • Checkboxes
  • Date fields (with an on screen calendar attached)
  • List (drop-down that is customizable)
  • Number fields (with an on screen calculator attached)
  • Text fields (up to 30 characters in length)
  • Staff list (drop-down with a list of active staff members)

See also: Setting up custom fields

Fields & buttons

The fields and buttons available in this tab depend on the custom fields that have been set up for the Clients screen in the Setup > Custom Fields > Clients screen.

Was this article helpful?

Thank you for the feedback!