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CLICK FOR STEP BY STEP INSTRUCTIONS
  1. Go to: Configuration >> Custom Fields.
  2. Run your mouse over the green options icon and click New Custom Field.
  3. Enter a custom field name.
  4. Select the header from the dropdown box.
  5. Select the modules that will use the Custom Field.
  6. Select the permissions for the Custom Field:
  • Private: Only accessible to the administrator
  • Read only: Data entered by the administrator can be seen by the client but not edited
  • Read/write with approval: Data entered by the client requires approval by the administrator
  • Read/write without approval: Data entered by the client does not require approval
  1. Select where you wouldl like the Custom Field to display.
  • com: Select whether or not this Custom Field will appear to clients when they edit their profile and whether or not a value is required
  • Application Forms: Select the client application form if this Custom Field will appear and whether or not a value is required by those filling in the application.

8. Choose the type of field.

  1. Enter a description if desired.
  2. Click [Save].