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.- SelectSetup, thenStaff.
- Select the staff member for whom you want to enter custom field information.
- SelectEdit.
- Select theCustom Fieldstab.
- Complete the custom fields with the information you want to track for the staff member.
- SelectEnterto save your changes.
