Clients Custom Fields Guide

The client’s custom fields allow you to add custom fields for the data you want to display in the client’s profile. Daftra offers a wide variety of disciplines to meet all of your business’s needs. In this guide, we will learn about the different types of fields and how to use each one.

To reach the client’s custom fields customization page follow these steps:

From the main menu click on “Clients“,

Select “Client Settings” from the dropdown menu,

Choose the “Client Custom Fields” tab.

 

 

A list of field types available for addition appears. All you have to do is drag and drop and adjust the properties as explained in the Client Custom Fields.

 

 

In the following table you’ll find each custom field explained separately.