Adding Additional Fields

Description


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.

Adding Additional Fields



1. For new clients you'll first input their information by clicking .  For current clients click

New



Existing



2. Next you'll click

3. Choose the additional fields you'd like including custom fields!



4. Don't forget to