Setup (General)

Entering client custom field information

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

This article applies to:

  • Product: DT Practice