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Internal Employees
Use custom fields to track information that is not tracked in the application's default configuration. For each custom field that you set up, the application creates a corresponding variable for use in the Report Designer.
Choose Setup > Firm Information > Staff (or Client Staff) and then click the Custom Fields tab. Any custom fields previously defined for this data-entry screen (in the Setup > Custom Fields > Staff screen) will appear in this tabbed page.
Note: The Setup > Firm Information > Client Staff screen is available only for Virtual Office CS, Software as a Sevice (SaaS), or firm-hosted client access users.
Fields & buttons
The fields and buttons available in this tab depend on the custom fields set up for the Staff screen in the Setup > Custom Fields > Staff screen.
Related topics
Creating list entries for custom fields
