{"id":14459,"date":"2024-05-12T10:25:16","date_gmt":"2024-05-12T10:25:16","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&p=14459"},"modified":"2025-03-05T06:58:02","modified_gmt":"2025-03-05T06:58:02","slug":"clients-custom-fields-guide","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/clients-custom-fields-guide\/","title":{"rendered":"Clients Custom Fields Guide"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text]The client’s custom fields allow you to add custom fields for the data you want to display in the client’s profile. The system 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.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]To reach the client’s custom fields customization page follow these steps:<\/p>\n

From the main menu click on “Clients<\/strong>“,<\/p>\n

Select “Client Settings<\/strong>” from the dropdown menu,<\/p>\n

Choose the “Client Custom Fields<\/strong>” tab.<\/p>\n

 <\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n

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\u00a0Client Custom Fields<\/a>.<\/p>\n

 <\/p>\n

\"\"<\/a><\/p>\n

 <\/p>\n

In the following table you’ll find each custom field explained separately.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\"\"\"\"[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=”3d” message_box_color=”sky” icon_fontawesome=”fas fa-book”]For a better understanding of how the dynamic dropdown works, refer to the “Dynamic Dropdown Field<\/strong><\/a>” guide.[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2132],"tags":[],"class_list":["post-14459","user_manual","type-user_manual","status-publish","hentry","category-client-settings"],"yoast_head":"\nClients Custom Fields Guide - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/clients-custom-fields-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clients Custom Fields Guide - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]The client’s custom fields allow you to add custom fields for the data you want to display in the client’s profile. The system offers a wide variety of disciplines to meet all of your business’s needs. 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