How to add Custom Field to Client Information?

Modified on Wed, 11 Jan, 2017 at 2:09 PM

1- Click the Clients button from the menu after logging in to FieldPie.

2- Find the client that you want to add a custom field. (You can access the customer more quickly by using the filter panel.)

3- Click the Edit Client  button at the left side of the client.

4- Click on the Add Custom Field to Client Informationbutton.

5- You can create a new custom field by clicking the ADDbutton on the pop-up screen. You can add custom fields to the client as many as you wish.

6- Enter a description for the field you just created, and choose whether it is required or not.

7- You can edit the TYPE section according to the new custom field you created.

8- You can complete the process of adding custom field to client information by clicking the SAVE button.


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