Add or Edit Client Custom Fields

Add or Edit Client Custom Fields

Add New Client Custom Filed

  • Go to Settings and open “Client Custom Fields.”
  • Click on the “+New” button and enter the Field Name. (Eg. DIN, CIN, TAN, Father Name, etc.)
  • Select the Field Type (input for a text field or select for a dropdown).
  • If you choose Field Type "Select", create options for it.
  • Enable the toggle if you want to make it a Required Field, then click Save.
  • Your custom fields will appear under the custom section when you edit the client.

Edit Client Custom Field

  • Click on the edit icon (next to the custom field name.)
  • Make the change(s) and click on Save Button.

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