Custom Fields

You can add custom field in clients. You may use it to add details like DIN, TAN, CIN, date of client acquisition, date of client leaved etc. There is no limit, add as many custom field as you want.

Go to Settings >> Custom fields and add new custom fields.

There are 4 types of field types that you can select.

  1. Text box – To save small text like DIN, TAN etc.
  2. Date – To save any date like date of birthday, anniversary, client acquisition etc.
  3. Yes/No – To save a field which has Yes or No like Registered in Shop Act.
  4. Text Area – To save any large text like Notes, instructions by client etc.

And those custom fields starts showing in add/edit client

and also on client page.

You can also use bulk update to edit these fields.