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Client Custom Fields
Client Custom Fields
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Written by Ashok P
Updated over a month ago

You can access the Client Custom Fields setting in the Control Panel to add and manage Custom fields to store additional information about clients.

The custom fields for clients can be displayed on Custom reports.

To access the Client Custom Fields setting, click the following icon.

client custom field buttons.png

This will open the following form.

manage client custom fields.png

Client Custom Field Types

SI has 24 Custom fields for clients.

  • 5 Text fields

  • 5 List fields, where you can add the options to the dropdown list.

  • 5 Date fields

  • 5 Boolean fields (Yes/No)

  • 4 Hyperlink fields

Add and Manage Client Custom Fields

To add a new custom field for clients:

1/ Click New.

2/ Select the type of field.

add.png

Over time, you will see how many fields are already in use and how many are available.

3/ Add a name for the field.

4/ To reorder the fields, use the Move Up button and the Move Down button.

5/ Click Save.

List Fields

When adding a List type field, you can click Manage in the List section in the menu and add the options that should be displayed in the dropdown.

manage.png

You can use the Move Up button and Move Down button to order the options and set the case of the text in the options.

manage list.png

Using Client Custom Fields

The custom fields added for clients are shown under the Custom Fields tab in the New Client form.

You can add a value for a field when adding a client or editing their details.

Client Custom fields can also be added to the CSV file used to import clients to SI.

Check out this article for more details.

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