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Cimmaron  
#1 Posted : Sunday, April 9, 2017 7:00:55 PM(UTC)
Cimmaron
Rank: Administration

Posts: 337

Add a Client Custom Field
Add a Client Custom Field
Client Custom Fields allow you to extend the range of information collected in your Client contact screens. Custom fields are located on the Custom Field tab of the Client Full View and you can create new custom fields using the Admin Tools - Custom Field Manager. These fields can be searched, included in your reports, and are available as merge fields in your e-mail templates.

Watch this video to learn how to add your own Client Custom Fields.

Add a Client Custom Field
 
(Figure 1: Client Custom Manager)
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