Enter staff custom field information

Use the
Custom Fields
tab to enter and track staff information specific to your firm. This tab contains custom fields that your firm has set up for the
Staff
screen.
  1. Select
    Setup
    , then
    Staff
    .
  2. Select the staff member for whom you want to enter custom field information.
  3. Select
    Edit
    .
  4. Select the
    Custom Fields
    tab.
  5. Complete the custom fields with the information you want to track for the staff member.
  6. Select
    Enter
    to save your changes.