Client Fields are the questions and answers that are used with the Client Record Management (CRM). It is a great tool to use to track the clients management within your organisation.

Client fields can be anything from contact information, a clients status or what services they are engaged in with your company.

1. Login to your administration website
2. Select Client
3. Select Client Set Up
4. Select Client Fields
5. There are already a number of system default fields that are in the system they cannot be deleted. Their titles can be edited and they can be hidden from client tabs. However their function needs to remain the same.
6. Select Add New
7. There are different types of fields that are available within the system:Text Single Line, Text Paragraph, Single Choice, Drop Down, Multiple Choice, Number Only, Date, File Upload, Image Upload, Separator, Administrator List
8. Select a Field Type
9. Specify the title and answers of field
10. Assign field to a Client Tab
11. Click Finish

1. Setup Client Tabs
2. Setup Client Groups
3. Create a Form
4. Create a New Administrator
5. Importing a Client Database
6. Add a Client Record

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