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Adding additional data fields to a Client
Adding additional data fields to a Client

Custom fields allow you to store client details

James avatar
Written by James
Updated over a week ago

Please contact Support to switch this feature on for you. If you would also like to make it required (i.e. the user MUST fill in the data field to save/update, then you can ask for this also.)

To modify the fields of a client, first head over to the Clients tab and find the user you would like to edit and select Edit Client or click to add a new client.

Additional fields can be found on the bottom left of the Edit/Add New Client page.

To add a new field, click the Add new field dropdown and you'll be able to choose from all fields you've configured across your database to add values for.

You can choose to create a new field or select an existing one.

For any fields filled out, we will display that information on the sidebar of the client user's info page:

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