You can add custom fields to client profiles to track extra info not included by default. Checkbox, dropdown, and radio fields can also help you filter client lists and reports. For example, if clients choose how they heard about you, you can filter for those who picked Facebook and send them targeted marketing.
Required information for custom fields
When you add a custom client field, you must include the following information:
A field type. The selected field type will determine how the field is configured, whether a default value is required, and whether the field is filterable.
A field name.
A setting for visibility and required/optional status.
Field types
The following table describes the different types of custom fields that can be configured for the client profile.
Field type | Description |
Checkbox | A filterable field that can be checked or unchecked.
You must select a default value of checked or unchecked. |
Dropdown Menu | A filterable field where a selection is made from a list of options in a dropdown menu.
You can add multiple selections and set a default value. |
Radio | A filterable field where a selection is made from a list of options. Only one option can be selected.
You can add multiple selections and set a default value. |
Text | A box that clients can use to enter text. This can be used to respond to question or provide additional details.
Since the information can be in any format, text fields can’t be used to filter your client list or reports. |
Settings section
The following table describes the different types of settings that can be configured for the client profile.
Setting | Description |
Visible to clients | When this option is set to ON, the field can be seen by staff and by clients. When the option is set to OFF, the field can only be seen by staff.
When this setting is enabled, the following options become available:
|
Required by staff | When the Required by staff option is set to ON, the field must be filled out by staff when creating or modifying a client’s profile. |