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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.

Related topic: Creating list entries for custom fields

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