Enter client custom field information

Enter and track firm-specific client details using the Custom Fields tab in the Clients screen.
Use the
Custom Fields
tab to enter and track client information specific to your firm. This tab contains all custom fields configured for the
Clients
screen.
note
To create client custom fields, choose
Setup
Custom Fields
Client
.
  1. From the
    Setup
    menu, choose
    Clients
    .
  2. In the
    Clients
    screen, select the client 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 client.
  6. Select
    Enter
    to save your changes.