How to use client custom fields?
TL;DR: Create custom fields to add tailored information to every client profile. Choose from 11 field types, organize them with section headings, and fill them in from the client's profile.
Who can do this
Company account administrators (to create and configure custom fields)
Any member with client editing permissions (to fill in field values)
When to use custom fields
Use client custom fields to personalize each client's profile in your accounting CRM. Custom fields created under the company account are automatically added to all company clients' profiles.
Step 1: Access custom fields settings
Go to Settings & Apps in the main menu.
Click the Clients app.
Select Client fields.
Step 2: Add and organize fields
Adding a new field
Click + Add field.
Choose from 11 available field types (see supported types below).
Adding section headings
Click + New title to create a subsection heading.
Note: Section titles cannot be empty and must have at least one field underneath them.
Step 3: Choose field types
Select the appropriate input type for your needs:
Text - notes or other text (up to 100 characters)
Integer - whole numbers only
Number - numbers with decimal places
Option - single choice from predefined options
Multiple Choices - multiple selections from predefined options
Date - calendar date picker
Member - single user selection from active users
Multiple Members - multiple user selections from active users
Yes/No - simple toggle field
Long Text - extended text (up to 1000 characters)
Password - secure field with hidden content
Tip: If you do not add a field using the + icon next to a specific section title, the new custom field is always added at the end of the list.
Step 4: Enter client information
Go to Clients in the main menu.
Select the desired client.
Click the edit icon (pen) next to the client's name to open client settings.
Fill in your custom fields as needed.
View all client information on the Overview card in the client's profile.
Troubleshooting
Custom field does not appear on the client profile: Custom fields are added to all clients automatically. Refresh the page and verify the field was saved in Settings & Apps under Clients and Client fields.
Cannot delete a custom field: Fields that contain data across client profiles may need to be archived first. Check if there is an archive option available for the field.
Section title disappears after saving: Section titles must have at least one field underneath them. Add a field below the title before saving.
Password field value is visible to other users: The Password field type hides the content behind dots, but users with edit access to the client can reveal the value. Restrict client editing permissions if needed.