You can easily create and customize fields to collect specific information for your clients.
1. Click on the gear (wheel) icon in the top right corner
2. Select "Workflow" from the dropdown menu
3. Click on "Custom Fields" in the left menu
4. Expand "Custom Fields"
5. Turn on the switch for "Client Custom Fields" to add new Custom Fields
6. Click "MANAGE FIELDS" to add new fields
7. Click "Add Field" when you see a pop-up
8. Click on the "Type" field to select from available options
Text Field or Dropdown
9. Click "Dropdown Field" in case you want to allow users to choose from multiple options
10. Enter a Label
11. Enter a placeholder text. A placeholder text is a small description for your users explaining the use of the field
12. Click this text field to enter options that will be available to your users
13. Click "ADD OPTIONS" to add multiple options
14. Enter a second option
15. Click here to add a new option/row
16. Click here to close a row/field
17. Click this checkbox "Required" if you want to make this option mandatory at the time of creating a new Client
18. Click "SAVE FIELD" to save changes
19. Click "SAVE FIELDS" on the top
20. At the time of editing/adding a new Client, users can click on the "Additional" option in the left menu and view the Custom Fields
Note: Custom Fields entered in the Workflow Settings will be available to users under "Additional" menu
21. Click this dropdown.
