Staff (or Client Staff) > Custom Fields tab

Show expandable text

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.

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