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How do I use Custom Fields?

Article ID: 2329
Last updated: 28 Dec, 2018

TaxCalc allows you to create your own fields to appear within a client's record.

Getting started with Custom Fields

To start using custom fields, you first need to create them within Admin Centre. Follow these steps to create a custom field:

  1. Select Admin Centre from the home screen.
  2. Click on Applications.
  3. Double-click on Client Hub.
  4. Click on Custom Fields in the left-hand list.

You will now be presented with the Custom Fields screen. This screen allows you to view, add and delete custom fields.

Creating a custom field

From the Custom Fields screen, click on the Create Field button.

This will open a new window where you can:

  • give the field a label (which will appear next to the field within the client record)
  • choose what type of field it will be (for example a tickbox or a date field)
  • decide which type(s) of clients the field should appear in relation to
  • choose the page that the box should appear on (you can also drag and drop the new field within the pages once it is created).

Once you have created a field, it will appear within a section called Custom Fields on the page you selected and for the relevant type(s) of client.

Editing a custom field

Using the above method, you can also edit a custom field and change anything you have already created. This will allow you to change any aspect of the custom field and its placement.

Deleting a custom field

While in Admin Centre, you can also delete a custom field. This will remove the field from all client records.

PLEASE NOTE: If the field is being used it will delete all data recorded in it, from all client records.

Article ID: 2329
Last updated: 28 Dec, 2018
Revision: 6
Views: 664
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