Creating and editing custom fields for your clients

Within your client list you can also create your own custom fields list that you can search by.

Contents

• Creating a Custom Field
• Searching by Custom Fields

Creating a Custom Field

To create a Custom Field, simply:

1. Access the Client list;
   
   
   

2. Select the blue Edit Custom Fields button on the top right hand side of the screen;
   
   
   
   

3. In the pop-up screen, type in the name of your custom field;
   
   
   
   

4. Then select the Add Custom Field button;

5. Each of your files will now contain this custom field.

To complete the custom field data for each of your clients, simply:

1. Open up the client details of your selected client by clicking on the hyperlink on their name;
   

2. Navigate to the Custom Fields tab;
   
   
   
   

3. Complete the Custom Field as required;
   

Searching by Custom Fields

To search by the Custom Field, simply:

1. Select the Filter by custom field button in the Select Filters menu;
   
   
   
   

2. Type in the value that you want to search for and select the Update Search Filter button;
   
   
   
   

3. The results will then appear.