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.
- Select to open theClient Custom Fieldssetup screen.
- Select theAdd new grouplink, then select the audience (All Clients, All Individuals, or All Businesses). Name the group to create a new set of custom fields.
- Select theAdd Newbutton 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
- Enter a label for the field. For list fields, enter labels for each option that should appear in the dropdown list.
- SelectSaveto save the custom fields.
