Entering client custom field information

Alerts and notices

Check out the trending topics below or search for an answer.

Getting started
Contact us
Leave feedback

Internal Employees: Submit feedback using the new SharePoint request form

Please rate this topic.

Excellent    Good    Average    Poor

Did you find the information you need?

Yes    No

Name (optional):

Leave this blank:

Please tell us how we can make this topic more helpful.


Characters left:

Use the Custom Fields tab to enter and track client information specific for your firm. This tab contains all of the custom fields that your firm has set up for the Clients screen.

Note: To create client custom fields, choose Setup > Custom Fields > Client.
  1. From the Setup menu, choose Clients.
  2. In the Clients screen, click the client for whom you want to enter custom field information.
  3. Click the Edit button.
  4. Click the Custom Fields tab.
  5. Complete the custom fields with the information you want to track for the client.
  6. Click the Enter button to save your changes.

Share This