| Custom Fields Tab | 
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 How to Access
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Click on the desired tab when 
appears for information about that program tab.
| Billing Preferences | Statement Options | Split Billing | Budget | LawPay | Client Portal | Autopay Settings |
| Address | Setup | Rates | A/R & Fund Balances | Client Notes | Custom Fields | Billing Options |
The Custom Fields tab includes three Miscellaneous lines and also allows you to define up to 50 additional custom fields in the Client file.
Miscellaneous Lines
Information stored in the Miscellaneous lines can optionally be included on billing statements.
Custom Fields
Custom fields make it easy to label and store additional client information not already defined in the Client file. These fields are ideal for storing specific information required by insurance companies for task based billing that can be used with the optional Tabs3 Taskbill program. Custom fields can be optionally included on a Detail Client List Report.
All custom fields defined for a client are displayed in the Custom Fields Table. Each custom field is assigned a custom field number and label, and the client information is entered in the Text field.
The following columns are included on the Custom Fields Table:
The sort order of the custom fields shown in the list can be changed by clicking a column heading. An ascending 
sort indicator will be shown in the column heading indicating the sort order. Click the same column heading again to reverse the sort order and change the sort indicator to a descending 
sort indicator. If a field's contents are not fully shown, you can hover over the field to display a tooltip with the extended contents. You can copy the selected record(s) to the Windows clipboard using Ctrl+C or the 
button.
Click the Add Field button to open the Add Custom Field window, allowing you to specify information for a new custom field.
Click the Edit button to open the Edit Custom Field window, allowing you to modify information for the selected custom field.
Click the Remove button to delete the selected field from the list of custom fields.
Tip: You can delete multiple fields at once by selecting the fields and clicking the Remove button.
Click the Copy From Existing button to open the Copy Existing Custom Fields Table window, allowing you to copy custom fields from another client.
Note: Copying custom fields will replace any custom fields defined for the current client.
Note: The Miscellaneous lines can be searched by the Conflict of Interest Check in Tabs3 Billing and PracticeMaster. However, the custom fields can only be searched by the Conflict of Interest Check in Tabs3 Billing.
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