Clients custom fields
You can get client data specific to your organization when you use the custom fields in
Clients
. Get basic data like address, phone numbers, and email, or more detailed client information such as cost center, partner, or delivery preference.
Client custom fields appear in 3 locations:
- On the Clients list as column headers
- In the Client Profile screen as dropdowns with several options available
- In the exported clients’ Excel worksheet as column headers
These fields are also available in ONESOURCE Calendar’s custom reports. Select the custom field name from the
Fields
tab in the Reports Designer. You can create up to 10 custom fields. Custom fields initially appear on the Custom Fields page as Custom Field 1
, Custom Field 2
, and so on, until you assign specific names.