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 .
- From theSetupmenu, chooseClients.
- In theClientsscreen, select the client 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 client.
- SelectEnterto save your changes.
