Creating Custom Fields for Clients and Employees

Overview:
Add fields such as “Client Tier,” “Referral Source,” or “Employee Skills” to better manage people data.

Steps:

1. Go to Settings → Custom Fields.

2. Add a new field and assign it to Clients or Employees.

3. Select field type, default values, and visibility.

4. Click Save.

Tips & Best Practices:

• Use text areas for detailed notes like "Client Background".

• For HR use, store certifications, ID numbers, or emergency contacts.

Troubleshooting / FAQs:

• Need dropdown options? Separate each value by a comma when setting up.

• Can clients see their custom fields? No, unless exposed via client portal templates.