Within your client list you can also create your own custom fields list that you can search by.
Creating a Custom Field
To create a Custom Field, simply:
- Access the Client list;
Select the blue Edit Custom Fields button on the top right hand side of the screen;
In the pop-up screen, type in the name of your custom field;
Then select the Add Custom Field button;
Each of your files will now contain this custom field.
To complete the custom field data for each of your clients, simply:
Open up the client details of your selected client by clicking on the hyperlink on their name;
Navigate to the Custom Fields tab;
Complete the Custom Field as required;
Searching by Custom Fields
To search by the Custom Field, simply:
Select the Filter by custom field button in the Select Filters menu;
Type in the value that you want to search for and select the Update Search Filter button;
The results will then appear.
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