Adding Additional Fields

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.

  1. For new clients, you'll first input their information by clicking  “Add Client”.  For current clients click on “Details“ right next to “Contact Info“



2. Next you'll click on “Actions”

3. Choose the additional fields you'd like to include as custom fields!

4. Don't forget to “Save”