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.