Setup firm administration

Entering staff custom field information

Use the Custom Fields tab to enter and track staff information specific to your firm. This tab contains all of the custom fields that your firm has set up for the
Staff
 screen.
note
To create staff custom fields, choose Setup > Custom Fields > Staff.
  1. From the
    Setup
     menu, choose
    Staff
    .
  2. In the
    Staff
     screen, select the staff member for whom you want to enter custom field information.
  3. Select the
    Edit
     button.
  4. Select the Custom Fields tab.
  5. Complete the custom fields with the information you want to track for the staff member.
  6. Select the
    Enter
     button to save your changes.

This article applies to:

  • Product: DT Practice