Clients Custom Fields

How to add extra Clients Custom Fields

  1. Click on “Clients” from the main menu.
  2. Click on “Client Settings”.
  3. Click on the card titled “Client Custom Fields”.
  4. You can select the type of fields required from the list on the right such as (single line, multi lines, number, dropdown, checkbox, date, etc.).
  5. Press and hold the required field, dragging it to an empty space until a frame appears indicating the field’s position on the screen.
  6. A pop-up screen appears with “Field Settings”, which includes:
    • Properties:
      Adjust the basic settings for the field, such as (field name/label, instructions, initial value, etc.).
    • Validation:
      • Is it Required ?: The field becomes mandatory when adding a client and saving is not permitted without entering a value into the field.
      • Filter by this Field?: The field appears as one of the filters used in the “Manage Clients” page.
      • Is it Unique ?: The software prevents the repetition of the same value within the field for any other client.
    • Layout:
      You can format the field’s size and position relative to other custom fields on the page.
  7. Adjust the field settings then click on the “Save” button.
  8. Click on “Preview” to review how the fields appear on the page.
  9. Click on the “Save” button to adopt the added fields.
  • Note: The additional fields that have been selected appear at the bottom of all the basic fields on the Add a Clientpage.