Clients > Custom Fields tab

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

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

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)

Fields & buttons

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

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