4. Custom Fields

Custom fields allow you to extend the data that you can collect about your clients. This data will be in addition to the standard form fields that are available when you add/create a new client.

To get started, go to:

App > Setttings > Clients > Custom Fields

You will be able to create different types of form fields

• Simple Text
• Paragraph (Long Text)
• Number
• Drop Down List
• Check Box
• Decimal
• Date

You will also be able to tweak some settings about your form field, such as 

• Use in the standard form – This means the field will be displayed in the “Add New Client” form
• Show on client profile – This means the data will be displayed on the client profile page
• Show on invoices (and estimates) – This will display the data on invoices and estimate
• Show in filter panel – This will make the field available when you are searching and filtering your clients

Form Options

You can further tweak how the form fields will be displayed in the “Add New Client” form. To do this, click on the Standard Form menu item (as shown below)

You will be able to do the following:

• Reorder the form fields (drag & drop)
• Specify if the form field is mandatory (required)