How to Enable or Disable The Custom Client Fields

1. Open the customize client fields window using the instructions above
2. Click on the Custom Fields tab
3. Click the checkboxes to enable the desired custom fields

How to Customize The Custom Field Wording

1. Open the customize client fields window using the instructions above
2. Click on the Custom Fields tab
3. Enter the desired custom field wording

Additional Options Tab Explained

The Additional Options Tab allows for...

• Insert Into Client Notes Location

  • This option allows you to choose where the timestamp and/or employee name will appear when inserted into notes.

• Assign Employee To Client Field

  • This option, if enabled, displays an Assigned Employee field where you can assign an employee to be responsible for the client.

• Client Window Size

  • This option allows you to either maximize the client window size or select a small client window.

• New Relationship Default

  • This option, if enabled, will automatically uncheck the Show Client in Client List box when a new relationship is created, meaning that all new relationships will be automatically set as hidden clients.

• Auto Generate Portal Password For New Clients

  • This option, if enabled, automatically generates a portal password for all new clients. This password is made up of their last name, followed by four random digits.

How to Preview the Client Window

Select the Preview Client Window button in the bottom left corner of the Manage Client Fields window. This allows for you to view the new Client Window and preview the changes that you have made.

Customize Client Portal Fields

Click here for an overview of the Client Portal as well as how to customize the client portal fields

Pro-Tip: How to Get More Custom Fields

If you need more than the 6 custom fields StudioCloud recommends that you re-purpose the social media fields that you aren't using to be custom fields.