When to Use Custom Fields
Use client custom fields to personalise 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 on the Clients app
Select Client fields
Step 2: Add and Organise Fields
To add a new field:
Scroll down and select "+ Add field"
Choose from 11 available field types (see supported types below)
To add section headings:
Select "+ New title" to create subsection titles
Note: Titles cannot be empty and must have at least one field underneath
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
NB! If not selected from the + icon, in front of the titlebar, 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 your desired client
Click the pen icon to edit client information
Fill in your custom fields as needed
View all client information on the overview card in the client's profile
