To add a new Custom Field

  1. In the Quick Launch, search for and select Client Information.
  2. On the Custom Fields tab, click Add Field to open the Add Custom Field window.
    1. In the Field Number field, specify a number of 1-50.
    2. In the Field Label field, specify a label for the custom field.
    3. In the Text field, specify the information you want to store in the custom field.
  3. Click OK to save the custom field information.
  4. Save the client record.

   To edit an existing Custom Field

  1. In the Quick Launch, search for and select Client Information.
  2. On the Custom Fields tab, select the custom field to change.
  3. Click Edit to open the Edit Custom Field window.
  4. Update the Field Number, Field Label, and/or Text.
  5. Click OK to save the custom field information.
  6. Save the client record.

   To delete a Custom Field

  1. In the Quick Launch, search for and select Client Information.
  2. On the Custom Fields tab, select the custom field to delete.
  3. Click Remove to delete the selected field from the list of custom fields.
  4. Save the client record.