In the User-Defined Fields Settings area of Home > Settings, you can create custom data points to appear in client, prospect and member records. To create user-defined data points, do the following:
In the left-hand navigation pane, click Home. The Home tab expands.
Click Settings. The Settings page opens.
Under Personal Settings, click User-Defined Fields Settings. The User Defined Data Points window opens.
Click Add Data Point.
Click the Select Data Type drop-down field that appears and select the type of data point you want to create. Your choices are:
Category: You can name a category and create up to 30 items within the category. You can create up to nine categories.
Free Text - 250 Characters: You can create one field with a custom title of up to 250 characters.
Free Text - 50 Characters: You can create up to 10 custom fields with custom titles of up to 50 characters.
Numeric: You can add up to seven fields that will display a number. (Example: Number of Children.)
Rolling Date: You can add up to five fields with a rolling date. (Example: Quarterly Review.) You must click the Choose Frequency drop-down field to specify how often the date recurs.
Static Date: You can add up to four fields with a static date. (Example: Wedding Anniversary.)
URL Website: You can add up to four Web addresses. You should enter a descriptive name for the URL, not the URL itself. (Example: Home Page.) When you go into the record and enter a URL and save it, a "View Link" hyperlink will appear to the right of the field. Clicking it will open the Web page in your browser.
In the Apply to Following area for each data point you add, check the boxes to add the data point to client, prospect and/or member records.
When you are done, click Save.
For clients and prospects, you can now enter data for your custom field(s) by opening a record and clicking Client Profile > User-Defined Fields. For members, open the member record and click the User-Defined Fields tab.