Whether adding your clients nickname, an additional phone number or email, another country of residence or something so special it needs to be customized specifically for them, we help you input all the information you need. |
For new clients you'll first input their information by clicking “Add Client”. For current clients click
New
Existing
2. Next you'll click “Actions”
3. Choose the additional fields you'd like including custom fields!
4. Don't forget to “Save”