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Setup

Create custom fields

You can create custom fields in Onvio to add extra client information. After setup, these fields appear on the
Custom Fields
 tab in the client setup screen.
You can organize custom fields into groups and select whether each group is visible to all clients, only individuals, or only businesses.
  1. Select
    Setup
    Custom Fields
     to open the
    Client Custom Fields
     setup screen.
  2. Select the
    Add new group
     link, then select the audience (All Clients, All Individuals, or All Businesses). Name the group to create a new set of custom fields.
  3. Select the
    Add New
     button to add a new custom field. Onvio will prompt you to select the type of field you want to create.
    • textbox — a free text field
    • date — a date field for selecting 1 specific date
    • number — a numeric field
    • checkbox — a field that you can mark or leave empty
    • list — a dropdown list with predefined options, from which the user makes a single choice
  4. Enter a label for the field. For list fields, enter labels for each option that should appear in the dropdown list.
  5. Select
    Save
     to save the custom fields.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff