Managing custom client fields

You can configure custom client fields to keep track of important information about your client base.

To learn how to customize all fields on the client profile page, including default fields, see Customizing the client profile fields.

In this article:

To add a custom client field:

  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Clients.
  4. On the Clients menu, click Edit Fields.
  5. Click ADD CUSTOM FIELD.
  6. In the Add Custom Field box, configure the custom field:
    1. Enter a Field Name.
    2. Select whether the field is Private or Public. Private fields can only be viewed by staff members, while public fields can be viewed by both staff members and clients. If the field is public, select whether the field is required. Selecting Required will require clients to fill the field when they are creating or modifying their profile. After the field is created, you can also set it to be required when staff members create or modify a client profile. See Customizing the client profile fields for more information.
    3. Select the field type and complete configuring the field based on your selection. For details on the options available, see Custom client fields.
  7. Click SAVE. The field is created and added to the bottom of the page.
    • To change the order in which the field is displayed in client profiles, click the Reorder button  in the first column and drag the field up or down in the list. Your changes are saved automatically.

To modify a custom client field:

Note When modifying a custom field, you cannot change the field type. If you want to change the field type, you must remove the custom field and add a new field.
Note If you delete an option in a dropdown menu or radio field, clients who had that option selected will have their selection changed to the default value.
  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Clients.
  4. Click Edit Fields.
  5. Find the custom client field that you want to modify, click the EDIT button  , and update the field as required. For details on the options available, see Custom client fields.
  6. Click SAVE. The field is updated.

To remove a custom client field:

Caution When removing a custom client field, all values for that field that are saved on your client profiles will be deleted. This information cannot be restored.
  1. Click the App Drawer button .
  2. In the App Drawer, click Setup.
  3. On the Setup menu, click Clients.
  4. Click Edit Fields.
  5. Find the custom client field that you want to delete and click the REMOVE    button.
  6. In the confirmation popup, click OK. The field is removed.
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