Staff > 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. 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 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.

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.

Was this article helpful?

Thank you for the feedback!