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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration
  • Subject: Clients,Export,Import

Add or remove client custom fields

  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. Select
    Company Info
    , then
    Clients
    .
  3. Select
    Edit
     next to the client to customize, which opens the
    Client Profile
     screen.
  4. Select the custom field to change, then select an option from the list.
  5. Select
    Save
    .
    note
    This will also change the Client Name and/or Client Number on all ONESOURCE Calendar Events, Documents, Workflows, and DataFlow requests associated with the client. This update process may take some time, during which the items may not be available.
  6. Select
    OK
    .
  7. Select the custom field again if you want to delete the information.